Family at the core
Independent Advice and Financial Planning
Our Team
"We believe that aligning values & wealth protects families for generations, which is why we help to create legacies that shape and leave a better world."
Bluecoat is a multi generational family company focused on helping families achieve their reason WHY and securing their wealth for generations.
Robin Clarke
Director
David Langley
Director
Wendy Clarke
Accounts
Richard Allum
Paraplanner
Gemma Blake
Client Relations
Nicola Bennett
Receptionist
Nicola Bennett
Receptionist
Our Team
"We believe that aligning values & wealth protects families for generations, which is why we help to create legacies that shape and leave a better world."
Bluecoat is a multi generational family company focused on helping families achieve their reason WHY and securing their wealth for generations.
Robin Clarke
Director
David Langley
Director
Wendy Clarke
Accounts
Richard Allum
Paraplanner
Gemma Blake
Client Relations
Richard Flowers
Adviser Support
Nicola Bennett
Receptionist