Family at the core
Independent Advice and Financial Planning
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.
OUR RANGE OF SERVICES
Protect
Accumulate
Preserve
Life
Assurance
Income
Protection
Long Term Care
Critical Illness
Bluecoat
Financial Planning
Trust & Estate
Planning
Legacy
Planning
Pensions
Investments
Portfolio
Management
Wealth Management
Investments
Advice & Review
Tax Planning
Savings
Lasting Power of
Attorney
FINANCIAL PLANNING
Often when you work hard and lead a busy life, the important things can take a back seat. Why wait until retirement to reconnect with your passions or change direction? We can help you to create a rich and fulfilling Financial Plan that will enable you to do the things you feel you never have time for.
LEAVE A LEGACY
We believe it's possible to 'give back' and leave a legacy, no matter what your financial situation. Our specialist advice service will help you identify the legacy you want to leave and make arrangements to ensure it becomes a reality. Whatever you have in mind, we can help bring your legacy dream to life.
TESTIMONIALS
Our five step process focuses on how we can achieve the best results for you and your family.
Meet our Clients
Read the stories of some of the challenges and goals our clients had and how we helped them focus and achieve their goals
We offer a wide range of financial and estate planning services to help achieve your goals
Book a Meeting
Book your appointment here, whether you're a current client or looking to become one
Our Process
Our Services
Why Chartered?
Our Chartered status means that we are committed to professional excellence and our values align with the highest professional standards. It means we are always at the forefront of our field because we invest in people who maintain their knowledge and never rest on their laurels.
Find out more about the people behind Bluecoat Wealth Management
See if our FAQ's help answer your questions
Meet Our Team
FAQ's