Investments

One of our highly specialised areas is investments and the creation of tax-efficient investment strategies for our clients. From capital protected investments to diverse managed portfolios, we work closely to align investments with your specific goals.

Strategy & Planning

Following an extensive financial review to fully understand your unique situation, we will help you devise an investment strategy to maximise your returns and deliver your core set of life objectives, both now and for the future.

Bespoke Portfolios

Investment portfolios are unique to each client, ranging from a variety of assets to short and long term investments products. Your portfolio will be built around your attitude to risk and exactly what you want to achieve.

Capital Protected

For risk averse strategies, or those who may be nearing an important objective or milestone, utilising capital protected investment products ensures your capital is protected while still delivering opportunity for growth.

One hour. Your future

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.

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.

It’s not easy to say just how much better I feel about our financial situation since going through a full financial review with Dave at Blackfords. It actually feels like I’m in control now, not the money, and that my plan is right for when I retire.

Ms H Onchan

I needed some advice on protecting my family in the event of something happening to me. By the time I finished, I could see just how many mistakes I had been making in my financial planning, a great service which has totally changed my thinking.

Mr M Douglas

From the very first appointment, it was obvious that Blackfords were a business totally focused around helping us. Their in-depth review and analysis showed us opportunities we hadn’t even realised were possible. Genuinely life changing and we highly recommend the team.

Mr W Ramsey