Bluecoat hub Book a meeting No initial fees

General Information

Find all the important documents you’ll need here.

Key documents

Service Charter

Read our standard service charter including our terms and conditions

Read more

Pursuing a better investment experience

Read our how we view investing

Read more

Investment Policy Statement

Read our investment policy statement

Read more

Bluecoat Portfolio Factsheet

Fidelity Emerging Markets

Read more

iShares Environment & Low Carbon Tilt

Read more

Dimensional Global Targeted Value

Read more

Dimensional Emerging Markets Targeted Value

Read more

Dimensional Global Short-Term Investment

Read more

Dimensional Global Core Fixed Income Account

Read more

Dimensional Global Core Fixed Income Account

Read more

Bluecoat MINT Portfolio Factsheet

L&G FW ESG Tilted and Optimised Emerging

Read more

Dimensional Global Core Fixed Income Lower

Read more

iShares Environment & Low Carbon Tilt

Read more

Dimensional Global Short Dated Bond G Gr Account

Read more

Dimensional Global Targeted Value Account

Read more

Dimensional Global Core Fixed Income Lower

Read more

Dimensional Global Core Equity Lower Carbon

Read more

Dimensional World Allocation Portfolio Factsheet

Dimensional World Allocation 80/20 Account

Read more

Dimensional World Allocation 60/40 Account

Read more

Let’s discuss your goals

Start the conversation that gets your financial plans moving in the right direction.

    01273 839544

    WhatsApp us

    Reach out to our team directly on WhatsApp and we’ll get back to you shortly.

    Send us a message

    Decisions should not be taken based solely on the content of this website, individual advice should be taken first. Content is aimed at UK residents.

    Bluecoat Wealth Management is an appointed representative of Best Practice IFA Group, which is authorised and regulated by the Financial Conduct Authority (FCA), FCA no. 223112. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 04490633.

    Bluecoat Wealth Management Ltd is entered on the FCA register (https://register.fca.org.uk/) under reference 476312. Registered Office: 11 Lady Bee Enterprise Centre, Albion Street, Southwick BN42 4BW. Registered in England and Wales no. 6828686.

    The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit www.financial-ombudsman.org.uk

    We use cookies and similar technologies to enable services and functionality on our site and to understand your interaction with our service. By clicking on accept, you agree to our use of such technologies for marketing and analytics.

    Privacy policy Cookies policy How to complain London Shoreham-by-Sea Brighton
    Bluecoat Wealth Management
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.