“Over the past few years, we have seen our financial position improve

to an extent not possible without the excellent help provided.”

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Shivangi Raval

Tel: 020 3376 1444

Shivangi has completed her MBA in Foreign Trade and has joined us within our administration team. She was previously working with Tata Consultancy Services in the Human Resource department. Her key role is to liaise with all the fund managers and institutions ensuring the data we hold on our clients is accurate and assist in client reviews.

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Our strength lies in our relationships with clients. This means we deliver as a team. As we have grown over the years, we have kept many of our original clients and advisors through to today. This is because our team of dedicated advisors and support staff work together to help each of our clients succeed.

Vijay
Thakkar
Richard
Hopkins
Sarah
Killick
Tony
Russell
Dipali
Kiri
Tom
Wilcox-Jones
Colin
Thorburn
Jiro
Sekine
Krunal
Thakkar
Alpa
Pandya
Linda
Mears
Matthew
Jordan

Vijay Thakkar

Director

Inheritance Tax and Investments Specialist

Tel: 020 7549 4463

Vijay is a founding director of Blackstone Moregate. He passionately believes in financial planning and has extensive experience in advising UK and non-domiciled clients. Before that he spent many years with Prudential, as a Financial Consultant and then as an Executive Consultant. Prior to that he worked with trading houses in Switzerland and London. Vijay is always keen to explore and work with innovative ideas, and take advantage of new opportunities in a changing and challenging environment. He has a collaborative approach to work, where all parties work together to achieve a common goal. Outside of work he raises funds for charity.

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Richard Hopkins

Director

Chartered Financial Planner and Pensions and Investments Specialist

Tel: 020 7549 4463

Richard is a founding director of Blackstone Moregate with considerable experience in financial services. Apart from holding the highly sought after chartered status, he is also a qualified member of STEP (the Society of Trust and Estate Practitioners) and an accredited member of Resolution (specialists in pensions and divorce). Richard also has good working relationships with accountants and solicitors and is often invited to speak at professional conferences. He believes in providing a holistic, professional and highly personalised service to help ensure his clients meet their financial objectives.

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Jiro Sekine

Japanese Clients only / Paraplanner

 

Tel: 020 7549 4463

With his Dip PFS (Personal Finance Society Diploma) Jiro is a highly qualified IFA and paraplanner. He works with our other advisors in strategy planning and advising our Japanese clients on all aspects of their finances. Before joining Blackstone Moregate, Jiro worked for a number of Japanese firms, including media and publishing companies.

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Alpa Pandya

Paraplanner

 

Tel: 020 7549 4463

Alpa is a Paraplanner with over 10 years' experience in the Financial Services Industry. She has an economics degree from University of Westminster and has obtained the Financial Planning Certificate. She wishes to continue studying in order to further her technical knowledge in various areas of the industry.

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Tony Russell

Annuities Specialist

 

Tel: 020 7549 4463

Tony has over 20 years' experience providing comprehensive and holistic financial planning. He specialises in all types of annuities, and his core objective is to get the best rates for his clients.

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Dipali Kiri

Fund Research Analyst

 

Tel: 020 7549 4463

Dipali is Fund Research Analyst. She is currently pursuing the Certificate in Financial Planning. Her key role is to research on funds and the products available for investment in the market. Her duties also include client reviews and risk assessment.

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Sarah Killick

Retirement Options Specialist

 

Tel: 07968 130956

Sarah has over 17 years' experience in the financial services sector and has been an Independent Financial Advisor since 1993. She has a law degree from University College London and originally took the Solicitors Final Examinations. Sarah is a member of the Personal Finance Society and is a Chartered Financial Planner. She provides holistic financial planning, and is also a Pension Transfer Specialist.

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Krunal Thakkar

Paraplanner

 

Tel: 020 7549 4420

Krunal is a Paraplanner. He has achieved his Certificate in Financial Planning and is currently studying for his Diploma in Financial Planning. He also has an MBA in Marketing. He intends to progress from his current role into an advisory position within the company after obtaining the necessary qualification and experience.

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Colin Thorburn

Annuities Specialist

 

Tel: 020 8816 0571

Colin has specialised in pensions and annuities since 2002, when he developed and launched Sharingpensions.co.uk. He graduated from University at Heriot Watt, Edinburgh and, before joining Blackstone Moregate, worked for accountants KPMG, for City Financial Partners (later part of Lincoln National) as a financial advisor, and as an IFA at Rickman Tooze.

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Linda Mears

Office Manager

 

Tel: 020 7549 4463

Linda joined us in January 2001 and is the voice of Blackstone Moregate, as she is the first point of contact when you phone us. She runs all the administration processes and back office systems, and likes to keep all the staff in check.

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Tom Wilcox-Jones

Consultant

 

Tel: 020 7549 4463

Tom has been working as an Independent Financial Adviser since his Graduation in 2006 and had held the coveted Diploma in financial planning since 2008. Tom covers all aspects of financial planning but his qualifications allow him to specialise in estate planning and Inheritance issues. Tom enjoys building personal relationships with his clients helping them to achieve their financial goals. Away from work Tom is a keen sportsman, playing football and cricket, he is also a member of the London Welsh Male Voice Choir.

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Matthew Jordan

Paraplanner

 

Tel: 020 7549 4463

Matthew is a Paraplanner. He has over 10 years experience working in the Financial Services sector. In 2002 he graduated with a first class honours degree in financial services and holds the Diploma in Financial Planning

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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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