Take control of your financial future
Welcome to BLACKFORD FINANCIAL SERVICES
As independent financial advisers, our role is simple: to help you achieve your financial goals.
Since 2004 we have helped thousands of private clients and business owners on the Isle of Man to plan and manage their financial aspirations in many areas, including:
Welcome to
BLACKFORD FINANCIAL SERVICES
Pension & Retirement Strategies
Life Assurance and Critical Illness Cover
Mortgages
Investments
Savings
Keyperson, Shareholder & Business Protection
Review of Existing Contracts
General Financial Planning
Book your APPOINTMENT
Whether you have a specific area of interest such as a pension, or are looking for general financial planning advice, your first appointment with our qualified Financial Planners is always offered free of charge.
This initial 1-hour consultation is designed to cover what you are looking for and whether we can help.
It will generally take an hour and can be held at any of our three offices in Douglas, Ramsey or Port Erin for your convenience. We can even arrange an appointment in the comfort of your own home.
There is absolutely no obligation to use our services after this initial consultation.
Why it MATTERS
At any stage of life, professional financial advice can make a positive impact on the creation and/or preservation of your wealth, however sizeable.
It is all about maximising your present day needs and future aspirations. As independent advisers, we are only interested in getting the best outcome for you, our client.
The difference it makes, in so many cases, can be life changing.
A comprehensive range of services...
From ‘whole of life’ financial planning to specific one-off issues, our expertise covers all areas of personal and business financial services.
Here’s just a few examples:
PENSIONS
Planning for your retirement has many key stages, from the day you start work to the day you retire, and then throughout your retirement years. Of course, starting your retirement planning is critical, and we help many of our clients with that, from all ages.
However, it is also important to get financial advice as you start nearing retirement age as your pension product or financial retirement plan may need adjusting as you move into the critical final years, in order to maximise your returns.
For others, it may be you have multiple pensions from various employers, and maybe some from outside of the Isle of Man. These all need to be reviewed with possible beneficial options considered.
MORTGAGES
Whether a first time buyer or re-mortgaging, we can remove the hassle of finding the best deal for you, whilst also considering other options that may support your life plan.
For people looking to buy their first home, it may be worthwhile obtaining a pre-authorised mortgage ensuring you can move immediately when you find your dream home.
We do all this and more, making it as stress free and easy for you as possible.
INVESTMENTS
One of our highly specialised areas is investments and creating tax-efficient investment strategies for our clients, both private and business owners.
From capital protected investments to diverse managed portfolios, we work closely to align investments with your specific goals.
Our online customer portal keeps our clients fully updated at all times.
FINANCIAL PLANNING
From managing your personal budget to enjoying everything you dreamed of doing, ‘whole of life’ financial planning is a specialist area that can literally change your life.
It starts with us producing a comprehensive financial plan. This is not computer generated – we understand your situation, goals and aspirations and produce a plan that will enable you to achieve them.
As your life changes, so too do your priorities, which is why your plan will be monitored and reviewed with you throughout your lifetime. The peace of mind in having a qualified financial planner working with you is often relayed back to us as ‘life changing’.
Our goal is to help you achieve yours. Even if you’re not sure you need a financial plan, it is always worth one hour of your time to find out.
34 Athol Street
Douglas
Isle of Man
IM1 1JB
DOUGLAS
19 Station Road
Port Erin
Isle of Man
IM9 6AE
PORT ERIN
RAMSEY
87 Parliament Street
Ramsey
Isle of Man
IM8 1AQ
Licensed by the Isle of Man Financial Services Authority. Copyright © 2025 Blackford Financial Services Limited, All rights reserved.
Photo by James Qualtrough / Unsplash
LIFE ASSURANCE & CRITICAL ILLNESS
If you are focused on securing your long term financial future, it's important you also look at some of the challenges and life-changing situations that could affect your goals — and put in the necessary protection for you and your loved ones.
As independent financial advisers, we aren't tied to any one company, and will only make recommendations based on your unique circumstances. These recommendations come from a thorough understand of your personal situation and financial goals.
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Take control of your financial future