© 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

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Recent Posts

The current renewed volatility in financial markets is reviving unwelcome feelings among many investors—feelings of anxiety, fear and a sense of power...

Living with volatility

November 24, 2011

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Robin becomes a Registered Life Planner®

August 19, 2011

We are pleased to announce that Robin is now a Registered Life Planner©, having recently completed his accreditation through The Kinder Institute of Life Planning. This means he is now able to provide a comprehensive Financial Life Planning service to Bluecoat Wealth Management clients.

 

The graduation ceremony was held at The Institute of Directors, on Pall Mall in London on June 10th. 

 

What is Financial Life Planning?

 

Financial Life Planning is a process that takes financial advice to an entirely different level. It involves actively listening and asking incisive open questions to encourage clients to think about what they really want to achieve in life, then structuring their financial resources to support this.

 

Through the Kinder Institute of Life Planning Robin has been trained to unveil his clients’ deepest life goals through a process of structured and non-judgemental inquiry. Then, using strong communication and relationship-building skills honed at the Institute, he can inspire and help them to pursue their aspirations. He discusses and resolves any obstacles, then provides a detailed Financial Plan, guidance and ongoing communication to help them accomplish their objectives.

 

To arrange an obligation free, without charge Exploration meeting please get in touch.

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