WEALTH Management Company FOR EXPERIENCED INVESTORS

Transforming complexity
into control living life on your terms.

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Optimising tax efficiency with strategic and tactical asset allocation.

Portfolio structure, tax positioning, and risk management no longer sit in isolation — they compound together over time.

Small inefficiencies become persistent drags. Minor misalignments turn into material costs. What matters most is not reacting to headlines, but maintaining discipline, diversification, and direction through every market cycle.

We help experienced investors bring clarity to complexity — refining strategies, stress-testing decisions, and ensuring every component of your wealth works in concert, not conflict. The focus is simple: thoughtful structuring, measured decision-making, and long-term outcomes you can rely on.

Services

How we create
value for you

Personal pensions
& SIPPs

Structured, evidence-based investment strategies tailored to your objectives, risk profile & capacity for loss.

ISAs & General
Investment Accounts

Whether retirement is decades away or fast approaching, we help you build a future where you feel prepared and financially secure.

Direct stock
portfolios

Plan your legacy with clarity, ensuring your wealth is protected and passed on according to your wishes.

VCT & EIS holdings

Tax efficient profit extraction, group personal pension & group health schemes.  

We’re here for you

We’re here to help you and answer any questions that you have.

What our clients
say about us

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Expert wealth management
company based in the UK.
BlackFin Independent Wealth LLP is an appointed representative of Sense Network Limited which is authorised and regulated by The Financial Conduct Authority.


BlackFin Independent Wealth LLP is registered in England and Wales No.: OC454613 Registered office: c/o Expertax Limited, 42-44 Clarendon Road, Watford, Hertfordshire, United Kingdom, WD17 1JJ
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