I am Olivia, more commonly known as Lilly and work as a Financial Adviser at Blackwater Wealth Management. I am a local financial professional with a broader national alliance, as Blackwater is a Senior Partner Practice of St. James’s Place Wealth Management, one of the leading wealth management organisations in the UK.
I am on a mission to dispel many people’s belief that financial advice is not for you. It may be more beneficial than you think. You might assume you can’t afford it or it’s too expensive, or that you don’t have enough money in the first place. The reality is that a financial adviser could potentially make you more money over the long term.
Blackwater Wealth Management Ltd provides dedicated, face-to-face financial advice in a way which is simple and easy to understand and can offer expert advice for:
– Investment Planning
– Pension & Retirement Planning
– Inheritance Tax Planning
– Trusts* & Estate Planning
– Life & Protection Planning
* Trusts are not regulated by the Financial Conduct Authority.
Blackwater Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.