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Blazer Financial Solution Partners Ltd

You know how Life's not a rehearsal?" What we do is help individuals and business owners to plan, build and enjoy their wealth so they end up getting more out of life! We look after families, typically our services are best placed and aimed at what we describe as the Patriarch or Matriarch of the family unit. They typically are at the centre of the family unit. Helping you uncover the truth of what your financial future looks like, improving your outcomes, then helping you make the choices to get and keep the lifestyle you want! Working with both corporate and private clients, Blazer also introduces innovative financial and tax planning through its network of accounting, financial and legal experts in order to ensure you maximise the return on life, your business, your assets and your legacy. We try not to put clients we serve into a box as every family is different, we do however find we serve an increasing number of medics retiring from General Practice who perhaps owned the practice building. Outside of GPs we also typically find the centre of the family unit is often a business owner. The Typical lead family would have a lifestyle profile we would define as Comfortable “plus” Typically looking to enjoy two plus overseas holidays a year i retirement. Perhaps a joint income in retirement target in excess of per annum. We are not a product manufacturer, although products may be used in delivering your family legacy & financial plan and we have a rigorous process of selection based on a foundation of experience and knowledge. All Trusts solutions we provide are fully compliant with the Legal Services Act as every Trust is approved by a solicitor and our selected partners maintain professional indemnity policy. Regulated Independent Financial and Investment Advice is provided by Bond Wealth Ltd who are authorised and regulated by the Financial Conduct Authority. P Coussey a founding member of Life Centered Planners, Heads Wealth Planning at Bond

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  • 1director blazer - highly personalised lifestyle wealth & legacy planning

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