Craig Burgess
Blackstone Wealth Management
Minimum savings/pensions: Over £100,000
Unavailable for contact through VouchedFor
Based in Walsall
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Over 24 years’ experience in Financial Services. I was an early adopter of; fee only advise (implemented in 2007, long before it became mandatory in 2013), Also I used wrap platform technology shortly after it became available in 2001, which has now become widely accepted norm. I also use evidence based investing (in practice - the use of index or tracker funds), now the fastest growing form of fund management in small part due to EBI’s influence in UK. Via a process of foresight and adaption, created a highly profitable and low risk Wealth Management business. Innovator of resources designed to help advisers increase profitability and de-risk their businesses. Highly qualified; Holds Chartered, Certified and Fellowship status along with Investment Management Certificate and pension transfer specialist authorisation. Recognised as a thought leader in the field of evidence based investing and financial advisor practice management.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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