At Bluecoat, our story began with a clear vision: to put clients’ interests first, always. As a Chartered, independent firm, we’re driven by genuine values to look after your family’s financial future as if it were our own.
Based in Brighton, our award-winning firm has helped families build financial confidence for decades.
Our technology-focused approach has earned us industry-leading recognition. We pride ourselves on staying ahead of the curve while adapting our services to suit every client’s needs.
Unlike many firms, we don’t charge an initial fee for our ongoing service. This unique approach allows you to access expert guidance without an upfront cost barrier, making top-tier advice more accessible.
We’re proud to be Chartered, independent planners. Every recommendation we make is rooted in what will genuinely benefit you, giving you the reassurance of unbiased guidance for your future.
Our advisers are predominantly in their 30s. This gives younger clients confidence in a long-term relationship with someone who will grow with them, and gives older clients reassurance we’ll be here throughout their retirement journey.
Each planner works with no more than 100 families. This limit gives us the space to get to know you properly, to understand your priorities in detail, and to build a genuinely personalised plan that reflects your life.
Whether you’d prefer to meet face-to-face here in Brighton, or to connect online from wherever you are, we’ll always make it easy to work with us. We organise our meetings around your lifestyle, not the other way round.
As a family-run firm with deep roots in Brighton, we’ve grown alongside the community we serve. Many of our client relationships span generations, and we’re proud of the trust placed in us by local families, businesses, and individuals.
We understand every client’s situation is unique. Whether you’re a business owner, professional, family, or retiree, we tailor advice to your circumstances, creating solutions designed specifically around your goals.
When you call or email us, you won’t be met with a generic message or passed from person to person. You’ll have a named support contact who knows your story and can help you quickly and personally whenever you need us.
We use detailed cashflow planning to show how your money works across a lifetime. It lets you test different choices in advance, so decisions feel informed, measured, and personally reassuring.
We see financial planning as a way of helping people live the lives they want, not as a route to selling products. Our role is to listen, understand, and build strategies that genuinely reflect your goals.
Our clients consistently rate us highly on Google and VouchedFor. Those independent reviews matter to us because they reflect real experiences and real trust, and they show that we deliver on the promises we make.
We’re committed to remaining an independent firm, with no plans to sell out to a larger organisation. That means when you choose us, you’re choosing a partner who will be here to support you, year after year, for the whole of your financial journey.
Choosing a Chartered firm means partnering with the highest commitment to ethical standards and expertise for your financial future.
What this means for you
We believe in giving back to the community that supports us. Our initiatives and partnerships aim to make a real difference, contributing to the wellbeing of the area we’re proud to call home.
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