© 2019 Bluecoat Wealth Management

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: 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

Our Services

“A dream becomes a goal when action is taken toward its achievement.”

Bo

Bennett

Understanding

We listen with empathy. We take considerable time to understand you, your attitudes, beliefs, goals and objectives. Even your fears. We use this to create your Financial Plan, so you can live the fulfilling life you deserve. We aim to educate and empower you.

Legacy

We help you plan the legacy you want to leave. And contrary to popular belief it needn't cost millions. We're also passionate about leaving our own corporate legacy, which is why we're creating an educational trust for children in need.

Contributions

We believe in giving back. We use our skills and experience to help you follow your dreams, by planning for a better life. We also contribute to the local community, supporting children from disadvantaged backgrounds through educational and personal development.

OUR RANGE OF SERVICES

Protect

Accumulate

Preserve

Life

Assurance

Income 

Protection

Long Term Care

Critical Illness

Bluecoat

Financial Planning

Trust & Estate

Planning

Legacy

Planning

Pensions

Investments 

Portfolio

Management 

Wealth Management  

Investments

Advice & Review 

Tax Planning

Savings

Lasting Power of

Attorney

FINANCIAL PLANNING

Often when you work hard and lead a busy life, the important things can take a back seat. Why wait until retirement to reconnect with your passions or change direction? We can help you to create a rich and fulfilling Financial Plan that will enable you to do the things you feel you never have time for.

LEAVE A LEGACY

We believe it's possible to 'give back' and leave a legacy, no matter what your financial situation. Our specialist advice service will help you identify the legacy you want to leave and make arrangements to ensure it becomes a reality. Whatever you have in mind, we can help bring your legacy dream to life.

Contact Us

Main Office

01273 839544

Contact Form

Worthing

01903 683533