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The Bluecoat difference

Awards and accreditations

Discover the trusted quality of our firm, proven by the recognition and awards we’ve received.

The gold standard of financial planning

Choosing a Chartered firm means partnering with the highest commitment to ethical standards and expertise for your financial future.

This recognition assures you of our unwavering professionalism and adherence to strict ethical guidelines. It also reflects our team’s dedication to continuous learning, with your interests always in mind.

Ultimately, this accreditation underscores our dedication to excellence in your financial planning. It’s our promise of quality and the foundation of a trusted partnership built with you.

Bluecoat Wealth Management Ltd profile

Proudly Top Rated on VouchedFor

Being Top Rated on VouchedFor means David and Robin have met the highest standards of financial advice, backed by verified client experiences.

This distinction confirms a commitment to service that is always reliable, transparent, and focused exclusively on achieving your goals.

Who we are

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.

Take me there
See and hear our clients’ experiences

In our recent client survey…

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of clients believe that working with us has helped or will help them achieve their financial goals.

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of clients who answered definitively would recommend us to their friends, family, or colleagues.

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of clients were satisfied that we understood their needs and objectives.

Bluecoat Wealth Management Ltd profile

We're Top Rated on VouchedFor

Let’s discuss your goals

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    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: 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.

    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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