Financial Planning from my-ifa

my-ifa is an initiative of Albany.  my-ifa has been adopted as a trading style of Blackstone Moregate Ltd.

• Blackstone Moregate formed in October 2001

• £75 million under management

• 12 highly qualified Staff dedicated to Financial Services

• Specialists in holistic financial planning

• Technical expertise and experience in Pensions, Investments and Inheritance Tax planning

my-ifa's core proposal is to add "value" and provide you with innovative financial planning solutions that are designed to maintain and preserve your wealth for you and your future generations in a tax efficient and manner.

What makes my-ifa different and enables us to stand apart from other Independent Financial Advisers is that aside from advising on traditional needs, such as Protection, Retirement, Investment and Savings, by working together with Accountants, Taxation Legal and Investment experts, we also provide specialist services, such as Trusts, Inheritance Tax Planning and Offshore Investments.

Our view is that the combined activities of financial services, as well as taxation and accounting, enable us to provide you with a unique advisory proposal, which enhances value.

The way my-ifa works

We offer an initial free introductory meeting for about 45 minutes to an hour. The purpose of the meeting is to give you an insight into how we work, what we do and whether you feel my-ifa services could be of benefit to you now or in the future. At the end of the meeting you can then decide whether my-ifa are indeed the right type of Independent Financial Advisers you are looking for.

Please contact us for more information: