Meet your team

Behind every plan is a team who listens carefully and always works in your best interests. Get to know the people who’ll guide your financial future.

We benefit from the support of…

Kim Bendall

Technical Manager / Paraplanner

Kim has over 20 years’ experience in financial services. She’s achieved Fellowships with the PFS and Chartered Insurance Institute, specialising in research and report writing. She brings a wealth of industry experience to Bluecoat’s daily operations, including chairing our firm’s Investment Committee Meetings.

Nicola Holding

PA and Receptionist

Nicola is our bright and friendly PA and receptionist. Always ready to take messages or connect you with the right team member, she plays a key role in ensuring excellent service at Bluecoat. With her warm personality, Nicola makes every client feel welcome and valued.

Bluecoat Wealth Management
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