Kyle Jones
Blacktower Financial Management US LLC

Tel: (212) 520-0062
125 Park Avenue
New York, NY 10017

Simple, transparent and personalised planning.

Blacktower Financial Management US LLC | Financial Advisor in New York ,NY

About Blacktower Financial Management US LLC

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.


General Information

States Licensed in:   NY

Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Based on Assets , Hourly



Faqs

  • Do you have a customer satisfaction or refund policy? Indeed, our clients will only move forward with pre agreed fee's and ongoing service can be halted without notice at any time.
  • What are your qualifications? What is your education background? I am a qualified RIA living and working in New York, I am also qualified in the UK as a Financial Advisor and Pension Transfer Specialist. My core focus is portfolio management for retirement or income planning with cash flow modelling.
  • What is your approach to financial planning? In a word - Holistic. The best approach is to provide advice tailored to an individual by focusing on all planning areas and really getting an understanding of a clients wants and needs. I then map this out with a cashflow model and frequently monitor the plans to ensure we stay on track.
  • What services do you offer? Retirement planning, investment management, tax planning, protection and assurance.
  • How many clients do you currently manage? 72
see more
Kyle Jones

Kyle Jones


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)

see more

My Services


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

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.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 8:00 AM - 6:00 PM

News & Events


Blacktower FM US: Our services brochure
When: 01/14/2019
Details:Check out our services brochure for a better insight into the planning and services offered. ...more