Blackford Financial Services
Our Goal is…
As independent financial advisers, our role is simple: to help you achieve your financial goals.
Since 2004 we have helped thousands of private clients and business owners on the Isle of Man to plan and manage their financial goals and aspirations.
We do not use computer generated plans, we take the time to understand every aspect of your finances, and the lifestyle you want now, and in the future, before producing a comprehensive analytical report that will be totally unique to you and your circumstances.
Working with Blackfords
As a firm of Independent Financial Advisers, we are free to advise on financial products available to Isle of Man residents.
You’ll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you’ll need to set aside some time to talk to us – the first one-hour consultation is free. There’s no charge and no obligation while we find out together if we are able to help you.
Depending on your instructions we will carry out a needs analysis based on your current situation, taking into account any specific plans and/or targets that you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, which can be followed up with a regular review service.
You will receive professional advice about where your financial arrangements are already good, and where they are inadequate, or not covered at all.
You’ll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. This will all be sensibly balanced in relation to your current income and your prospects.
All of our proposals will be fully explained and costed so that you’ll know exactly what and why before you agree to anything.
Complete the form below to book your free, initial no obligation Review.
Book your free financial review
Whether you have a specific area of interest such as pensions or investments, or are looking for general financial planning advice, your first appointment with our qualified Financial Planners is always offered free of charge.
It will generally take an hour and can be held at any of our three offices in Douglas, Ramsey or Port Erin for your convenience. We can even arrange an appointment in the comfort of your own home. There is absolutely no obligation to use our services after this initial consultation.
Investments
Creating tax-efficient investment strategies for our clients. From capital protected investments to diverse equity managed portfolios, we work closely to align investments with your specific goals.
Pensions
Helping you plan for a better future. Whether starting your working life or already retired, our expert team of independent advisers help you maximise your retirement strategy and pension planning.
Planning
Helping you manage every aspect of your financial life. From ‘whole of life’ financial planning to specific one-off issues, our expertise covers all areas of personal, family and business financial services.
Testimonials
For us, it’s always about delivering what’s most important to you. Here’s what just a very small selection of our clients think about our service.