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. Chartered Financial Planning firm status is seen as the Gold Standard in financial planning, giving our clients the reassurance that we work to the highest standards of integrity, helping them to shape and leave a better world for their loved ones.
Think of it as your digital filing cabinet and post box. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork. Talk to your adviser quickly and securely through encrypted messaging. Watch our video and discover all the excellent features.
Think of it as your digital filing cabinet and post box. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork. Talk to your adviser quickly and securely through encrypted messaging. Watch our video and discover all the excellent features.
Services
We help you plan the legacy you want to leave. And contrary to popular belief it needn't cost millions. We're also passionate about leaving our own corporate legacy, which is why we're creating an educational trust for children in need. We listen with empathy. We take considerable time to understand you, your attitudes, beliefs, goals and objectives.
Our Chartered title was granted by the Chartered Insurance Institute (CII), the professional body for personal finance, who are dedicated to building trust and upholding the highest standards. Being Chartered means we adhere to an ethical code, so we always put your interests first. It means we invest in the ongoing development of our team's skills and knowledge.
We're always looking for new talent, if you would like to start a career at Bluecoat wealth Management, please submit your CV today at info@bluecoatwm.com. If you are in an advisory environment already and are looking for a new challenge, we would love to hear from you. Are you looking for the next step in your financial career or starting a career in finance?
Bluecoat prides itself not only on our tremendous work ethic but our endeavour to give back to the community. We achieve our aims of supporting and helping the community through sponsorship, charitable events and working with charities. The whole of the bluecoat family enjoys sport and especial rugby.
Often clients are unfamiliar with the financial advice process or have had a bad experience in the past. We walk you through our structured process at the outset, so you always know what to expect. Our Five Step Financial Planning Process begins with a Discovery meeting. We discuss what matters most and invest considerable time to truly understand your concerns, hopes and dreams.
