Our range of services:
- Full Service Financial Planning
- Financial Policy Consolidation
- Wealth Management
- Cash Flow Projections
- Pension Consolidation
- Comprehensive Tax Planning
- Trusts and Estate Planning
- Long Term Care
- Equity Release
Robin spent the early part of his career working for a large high street bank. This was back at the time when your local branch was central to your community, when banking customers were known by name and you had a personal relationship with your bank manager.
In 1997, after many years' at the bank, Robin decided it was time to leave. He felt disillusioned that the bank was losing its community feel. He became an Independent Financial Adviser, so he could focus on meeting the needs of his clients - not selling products.
Robin now owns Bluecoat Wealth Management, a boutique Financial Life Planning business dedicated to providing independent advice and Financial Life Planning services to individuals based in Sussex. He has attained Certified Financial Planner™ status and is one of less than 40 registered Life Planners® in the UK, trained and accredited by the Kinder Institute.
Bluecoat is founded on old school values. Just like back at the bank. They operate a policy of working with a select number of clients, pre and post retirement, with which they build strong long-term relationships and deliver a consistently high level of service.
Robin believes in giving back to the community. He is committed to leaving a corporate legacy through Bluecoat Wealth Management and is a founding member of the Financial Life Planning Foundation, a Charity dedicated to improving financial awareness among the general public.
Are you working hard but dreaming about what you would do if money was no object? Have you buried and forgotten along-held dream or ambition? We provide independent financial advice and Financial Life Planning so you can start enjoying the life you've worked hard for.
Plan on leaving a legacy?
Have you ever thought about giving back to your community or
a cause, but don't know where to start? Our advice service will help you explore your legacy options and put a plan in place to
Wills are not regulated by The Financial Conduct Authority.