About Us

Blazer is the home where we bring together expertise across financial, legal, and accounting professions to provide real Lifestyle Wealth Planning.

My question to you is “do you have enough to keep and maintain your chosen lifestyle?” 

How well do you understand your pensions and investments? Will your estate be distributed as you wish? How will your financial planning make sure your money serves your life & loved ones?

We look after families, typically our services are best placed at what we describe as the Patriarch or Matriarch of the family unit. Often the family business owner.

Those coming towards or though retirement / later life stage. As head of the family planning may include your parents, and your children.

As the family leader you probably have a comfortable lifestyle. Typically looking to enjoy two plus overseas holidays a year and perhaps a joint income in retirement target in excess of £50,000 per annum.

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. Perhaps have a portfolio of rental properties.

Our Principle

Our overriding principle is to provide good value for the family in simple terms, making sure they are not ripped off and minimising their taxes now and in the future.

We work with business owners, individuals, and their families to help them achieve their chosen lifestyle ambitions.

Our Specialties:

  • Investments
  • Retirement
  • Pensions
  • Taxation & Estate Planning 
  • True Lifestyle & Legacy Wealth Planning.

As a chartered financial planner, I also represent the top 20% of qualified individual advisers in the UK and likely the top 5% with knowledge or qualifications across four hats. It is a much smaller community now leading the IFA world and best advisers and I was proud to be a founding member of “Life Centered Planners”.

I was recently awarded Fellowship of the Personal Finance Society, a distinction held by just 684 individuals. I am also serving as Chairman for London & Kent for 2025.

My role “The individual that has a unique skill combination that can be a sort of the conductor role in an overall symphony. DNA who doesn’t look at things in little isolated buckets.

My strengths are in building and developing deep client relationships backed by sound technical knowledge and a passion to deliver great outcomes.

I think it is about truly engaging with clients about what matters most, really inspiring clients to get the best life possible with the money they have.  

Trying constantly to be an inspiration in their life, nagging them about life not being a rehearsal, holding them accountable – holding their feet to the fire of their stated best intentions – tying up all the loose ends re their planning, estate, making sure they and their chosen beneficiaries get the right money, in the right way, at the right time, co-ordinating other professional advisers etc, …. oh, and making sure they are protected no matter what happens, that technically everything is sorted, and minimising their taxes now and in the future, …oh, and their investments are value cost, low risk and least painful as possible, all aligned to the needs of their financial plan and their LIFE Lifestyle , etc, etc, then that’s great value no matter what the size of the portfolio!

Real People and real stories!

“Dear Pierre,

Thank you for all your help to me in the time since Steve died. As you know, at such a difficult time, the idea of handling my finances alone, was to say the least, daunting! But with your help and guidance my confidence has grown!

Even though your knowledge of the financial world is huge, mine isn't, but you have never made me feel out of my depth when we have spoken about the managing of my investments etc.

It is particularly comforting to know (especially in the early times), that I can contact you easily. You understood that I am not in a position to invest in high risk companies, but the return I have had has certainly exceeded anything I would have earned if I had been dealing with it alone. I also appreciate the fact that, even though I probably never will need to access a large sum quickly, you have seen to it that I would be able to, but that the majority of my investments are secure, and earning a better return.

I was most daunted about how my children would fare when I die. Again, wills, powers of attorney and trusts have been dealt with sensitively and kindly, but with my interest firmly at the forefront so that my life is as easy and pleasant as is possible.

As for tax returns .... all I can say is thank you, for getting the help and getting it sorted out, I would never have known where to start. Again a case of you taking it off my hands.

In short, Pierre, I am very grateful for everything, it's a huge thing to have to think of when the person you love dies, and the grief is raw, but you have steered me through the financial worries.

Thank you, again, kind regards Pauline M.”

Get in touch for a FREE initial consultation:

01892506891

[email protected]