Family Wealth Management Company

Protecting what matters.
Planning for what’s ahead.

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Straightforward, structured and practical advice to help you achieve your financial goals

Whether you’re supporting young children, planning for school fees, navigating a mortgage, or thinking ahead to retirement, it can feel like every decision carries long-term consequences. Many families want clarity and confidence, but instead face a choice paralysis, conflicting advice, and uncertainty about what “good planning” really looks like.

At BlackFin we recognise that clarity is power. As a result, we provide clear, thoughtful guidance that supports every stage of your family’s journey, protecting your future while giving you the freedom to live your life now.

Services

How we create
value for families

Investment
planning

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

Retirement
planning

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

Trust & estate planning

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

Business
owners

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

Life
assurance

Protect your family’s financial security with advice that balances affordability with real protection.

Long-term
care

Plan early and give yourself and your family peace of mind.

Health
insurance

Comprehensive guidance on private medical cover and protection for life’s unexpected moments.

Education
planning

Helping parents and guardians plan ahead for school fees, university costs, and future opportunities.

Mortgages

Independent advice across the mortgage landscape, including complex and specialist cases.

General
insurance

Household, income, and lifestyle protection tailored to your circumstances.

We’re here for you

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

What our clients
say about us

See more reviews

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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