At Blacktower Financial Management our process is simple:
Starting with a free initial consultation, called "discovery" we'll be able to get an understanding of your wants & needs in order to complete our research & analysis, ensuring everything matches your needs & goals.
Once you're happy, we'll work to get your plans into place. Then we monitor progress with regular reviews & updates. Our planning is always personalised & tailored to suit you, giving you and your loved ones peace of mind.
Whatever your financial needs and regardless of whether you are a single individual or a representative of a family unit we can cater for you to ensure you have a higher likelihood of achieving your retirement and financial planning goals. We provide unrivalled customer service and competitive fees from qualified advisers.
|States Licensed in:||NY|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Compensation Methods:||Based on Assets , Hourly|
Simple, transparent and personalised financial advice is the focus of financial planning. I'm committed to thoroughly understanding your personal circumstances and goals. Using a suite of financial planning tools and strategies I will build and implement a plan for you that targets and adapts to your changing needs and objectives. Book a complimentary appointment today to discuss planning your financial future. Outside of office life, I am a passionate cook with a love for fine dining and currently perusing my private Pilots licence.
Kyle has several years of experience in the financial services sector and before joining Blacktower was Director of a directly authorised and regulated UK firm.
Qualifications/Accreditations: -Series 65 Uniform Investment Adviser Law Examination -Diploma level 4 DipPFS -AF7 (Pension transfer qualification/ pension transfer specialist -R08 pension update -CF10 Long term care
Charity work: Repatriation Services Trust (REST)
Financial Advice & Consulting
Financial planning and advice are my core focus, with a speciality in retirement planning using cashflow modelling. Additionally, I am able to advise on multi- border planning between the USA and the UK, being qualified and regulated in both countries.
Financial Planning for Individuals
Contact me for a complimentary review of your portfolio in which we focus on investment performance, risk, costs/ charges and cashflow modelling. Let us map our your journey and goals with simple, clear and transparent advice.
Retirement planning has changed over the years and for the better, the focus has shifted from performance driven sales to actually looking at what a client wants and need. Using cashflow modelling, we can map out your journey and you transition into retirement and how the landscape will change. This ultimately gives you a much clearer idea of how your income is going to look and most importantly - ensures you don't run out of money.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Sat.||8:00 AM - 6:00 PM|
Blacktower FM US: Our services brochure
Details:Check out our services brochure for a better insight into the planning and services offered. ...more