The Bluecoat difference

Supporting the local community

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.

Our selected charity

For over five years, we’ve proudly partnered with the Sussex Community Foundation, a charity dedicated to creating a fairer, more equal Sussex.

The Foundation gets to the heart of local issues by providing grants to small charities and voluntary groups who are tackling some of our community’s toughest challenges.

Since 2006, they’ve distributed over £30 million to more than 3,000 local organisations, building resilience and improving countless lives across our county. We’re honoured to stand with them on their mission to build a stronger, more vibrant Sussex for everyone.

Bluecoat Wealth Management Ltd is not responsible for the accuracy or content of third-party sources.

Donate today

Proud to give back

Giving back to the causes close to our heart is central to the Bluecoat ethos. Just like Robin, our founder, we believe in making a tangible difference right where we live and work.

Our commitment extends to specific initiatives. We back the Sussex Community Foundation, sponsor the local Cricket Club, and fund rugby apprentices.

This collective effort reflects our commitment to making a positive impact in the communities we’re part of.

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

Meet your team

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.

0

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.

We have Top Rated Advisers

We’re proud to say we are included in the VouchedFor Top Rated Guide for 2026, distributed by the Times and the Telegraph.

The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback.

To learn more about our inclusion in the guide, please visit our blog post by clicking here.

Bluecoat Wealth Management Ltd profile
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Kirsty Bingham profile picture
Kirsty Bingham
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We recently reconnected with Robin @Bluecoat after having worked with him many years ago, and we're so glad we did. From the very beginning, they took the time to do a thorough and thoughtful review of our entire financial situation. Their advice has been clear, practical, and tailored to our goals—making some strategic changes that have already given us a renewed sense of control over our finances. Highly recommended.
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Danny Hall profile picture
Danny Hall
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Robin Clarke has been my trusted financial advisor since long before Bluecoat Wealth Management set sail, and I would heartily recommend his services still.
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John Mulroy profile picture
John Mulroy
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David gives down-to-earth, knowledgeable advice that has given me the confidence to review my finances and secure my future plans.
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John Hockaday profile picture
John Hockaday
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They listened to my financial situation and were able to come up with suggestiions and advice that makes the next few years look a lot more positive!
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Cameron Poynter profile picture
Cameron Poynter
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David and his team recently helped create our financial plan. He took his time to understand our financial objectives, but also our concerns. I would highly recommend Bluecoat Wealth management and look forward to developing and implementing our plan together.
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Leonie Langley profile picture
Leonie Langley
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Robin and David guided me through all the different financial options available to me as a higher rate tax payer. Most of which I wasn’t aware of. Their reassuring guidance helped me whilst making important financial decisions and I am confident in the plan we have built together.
Bluecoat Wealth Management
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