“I have no hesitation in recommending Winsec Financial Services
to anyone wishing to put their financial house in order.”

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Working with Accountants..

Making the most of our combined know-how
Winsec is the appointed representative of Blackstone Moregate Independent Financial Advisors, a City-based firm linked to a boutique firm of Chartered Accountants. Blackstone Moregate are members of SIFA (Solicitors Independent Financial Advice) and are listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society and accessible via the Society’s web site. As a pre-condition of listing, firms must comply with SIFA’s due diligence criteria for the selection of IFAs, which has been approved by the Society’s Lexcel practice standards unit.

We currently work with 9 accountantancy practices in all the main areas of cross-over work, including:

• Pension planning for both the individual and corporate
• Trusts and estates planning (we have STEP qualified advisers)
• Older client work (we also have a long term care specialist)
• Relationship breakdown (we are Resolution members)
• Corporate
• Property
• Offshore

• Investment portfolio management

As part of this service, Winsec is pleased to provide training for partners and staff alike on key tax and financial planning developments and to provide material for client newsletters.

If you wish to discuss the possibility of working with us, please call 01621 890230 and ask to speak to either Richard Hopkins or Vijay Thakkar. Alternatively contact us in writing or by email, here.

Winsec Financial Services is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No: 03631973.

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