At Blackstone Moregate, our clients feel secure knowing that they are in capable and trusted hands. Our strength lies in our long standing employees who work and deliver as a team. We mix the skills and experience of highly qualified financial, tax and legal advisers to offer a fully integrated service. Our mission is to deliver good advice and great service to our clients along with finding innovative ways to deliver financial planning to a wider range of customers, while being commercial and profitable.

We have focused on technology and digital tools, from secure cloud sharing, our own CRM, digital fact finds, signatures and engagements, to the early use of Zoom and Teams to break down distances and barriers. We embraced technology and innovation many years ago and this has allowed us to develop and create in-house digital tools as well as our own back office in India which delivers a cost effective and high-quality service, providing full paraplanning as well as back and middle office. This has enabled us to lay the foundations of a sleek hybrid digital model as well as face-to-face advice, laying the foundations for future prosperity and growth.