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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.

Let’s discuss your goals

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

    01273 839544

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    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.

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