Supporting you at every stage of your financial journey
Whether you’re starting out, growing your wealth, or preparing for retirement, we’ll build a plan that’s shaped entirely around you and your life goals.
Financial planners in London
Bluecoat Wealth offers trusted financial planning to individuals, families, and business owners in and around London. Our dedicated team is here to help you plan ahead with confidence.
Mortgage and financial planning for working professionals in London
Balancing career, bills, and life goals can leave little time to think about long-term finances. Whether you’re considering investments, protection, or your first home, planning now makes a real difference.
Our financial planners in London help working professionals gain confidence in their financial decisions. From understanding workplace pensions to setting up savings strategies or reviewing protection, we’ll create a plan that fits your lifestyle and ambitions.
Pension and retirement planning in London
Even if retirement feels a long way off, the choices you make today shape your future lifestyle.
Our financial planners in London provide personalised retirement planning that works for you. Using detailed cashflow planning tools, we help you answer any “What if…?” questions, giving you peace of mind while mapping out the retirement you’ve always envisioned.
Wealth management and tax planning for business owners in London
Balancing reinvestment, tax planning, and future security often leaves business owners unsure where to start.
Our London financial planners have helped many entrepreneurs regain control of their wealth. We explore strategies for tax efficiency, retirement funding, and long-term planning, so you can focus on growing your business while keeping your personal life secure.
Financial planning and advice for widowed or divorced clients in London
Life changes like divorce or the loss of a partner can leave you feeling unsure about your financial future. Decisions about pensions, savings, and investments become even more important.
Our London financial planners provide sensitive, personalised support during difficult times. We help you understand your options, restructure your finances, and plan for a secure future, giving you confidence and peace of mind.
Inheritance and tax planning advice in London
Planning for the next generation involves more than just savings. Protecting assets, passing on wealth tax-efficiently, and ensuring loved ones are cared for requires careful, long-term planning.
At Bluecoat Wealth, we provide considered estate and tax planning advice to clients across London. From inheritance planning to trusts and tax-efficient strategies, we’ll guide you through each step, with your legacy and loved ones in mind.
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.
The Financial Conduct Authority does not regulate estate planning or tax planning.
How does your no initial fee arrangement work?
We remove the initial fee for clients who choose our ongoing financial planning service. This means you can access expert, Chartered guidance from day one without paying upfront – something most planners still require. You can view our full breakdown, including relevant examples, on this page.
How do I choose a financial planner?
Firstly, check that your financial planner is regulated and authorised by the FCA. To find out if a planner is regulated, search the FCA register here: https://register.fca.org.uk/.
How am I protected?
Bluecoat is regulated by the Financial Conduct Authority. If you deal with a firm that is not regulated, you may not be covered by the Financial Ombudsman Service or Financial Services Compensation Scheme if things go wrong.
How are you regulated?
Bluecoat is a member of Best Practice, the only Chartered IFA network. Best Practice monitor processes, advice, compliance with FCA regulations, and provide Bluecoat’s PI Insurance.
Why use a Financial Planner?
A qualified, experienced, and regulated financial planner will be able to connect all of the financial dots in order to provide you with an overall plan to meet your financial goals. As an independent financial advisory firm, Bluecoat researches the whole market to include the most suitable products within your financial plan.
What are your fees?
Our no initial fees arrangement, along with our overall fee structure, is explained during the complimentary Discovery Call at the start of your financial journey. If you would like further information, please contact us.
How is technology used?
Bluecoat embraces technology including our client portal and back office systems, allowing us to spend more time focusing on clients. Although technology is improving and integrated into our firm, we believe that empathy, listening skills, and understanding will always remain essential qualities for advisers. Our firm is focused on the human touch while embracing the right technology.
Are you qualified?
We are a firm of Chartered Financial Planners, a status granted to us by the Chartered Insurance Institute. Only firms that adhere to the highest professional standards are awarded this title.
How do I get started?
Please use the ‘Contact Us’ selection below. You can either call, email, or fill out the form.
How do you handle my personal information?
All of your personal information and any information discussed during our meetings are held in the strictest confidence. Please refer to our privacy policy for more information.
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