Bluecoat Wealth Management Ltd
We have been helping highly successful individuals and families align their values and wealth, to achieve what is critically important to them, for more than a decade. I personally work very closely with entrepreneurs, planning their personal finances and exit strategies.
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What do you love most about your job?
Seeing the relief on a clients face once they have put the financial plan we create in place.
What inspired you to start your own business?
I didn't start the business, however, I am a director of the business.
Why should our clients choose you?
We are a friendly, family oriented firm, with Chartered status. We work with our clients to create a professionally structured financial plan. When a client joins bluecoat, they became a member of the family, treated with respect, honestly and sometimes the frank truth. Our goal is to give you peace of mind.
Can you provide your services online or remotely? If so, please add details.
We can provide both services. The choice is down to the client.
What changes have you made to keep your customers safe from Covid-19?
We haven't had to make many changes because we already have a secure app to talk to our clients. we also already had a video conferencing service for our clients, we generally work with very busy people and like to give them flexibility.
Pension Planning
Investment planning
Retirement Planning
Life Planning
Life Insurance
Income Protection
Critical Illness Insurance
Wealth Management
Trusts & Estate Planning
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