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Family at the core

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Living with volatility
The current renewed volatility in financial markets is reviving unwelcome feelings among many investors—feelings of anxiety, fear and a...
What is financial life planning?
Financial Life Planning is a detailed process that starts by helping you to identify your heartfelt dreams and ambitions, establishes a...
Robin becomes a Registered Life Planner®
We are pleased to announce that Robin is now a Registered Life Planner©, having recently completed his accreditation through The Kinder...
Saving tax
Making the most of your pension contributions Are you claiming higher rate pensions tax relief? If you pay higher rate tax you will not...
Financial Life Planning
A seismic shift is occurring in the world of financial planning. Traditional financial planning has tended to treat “money” – not people...
2011 predictions
It’s that time of again, when harried finance editors ask reporters to call investment professionals and cobble together top predictions...
Bluecoat helps entrepreneur in Uganda
Bluecoat Wealth Management has lent money to Namuganza Joy through KIVA to invest in her welding business. Namuganza is affliated to...
Bluecoat's support of Kiva
Bluecoat Wealth Management is helping poor, but entrepreneurial, people across the World improve their lives by lending money to them for...
Making a difference through Kiva
Bluecoat Wealth Management has just made a loan to Armine Khachatryan in Armenia through Kiva. Armine is married and lives with her...
Your legacy journey
Guiding you through your giving journey You’ve decided to create a Legacy and give some money to good causes that make a difference in...
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