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.

New Model Adviser Top 100

Bluecoat Wealth Management has been named in the New Model Adviser Top 100, a respected annual list recognising the UK’s leading financial planning firms.

The award highlights practices that demonstrate excellence across key areas, including client service, professional standards, firm culture, and long-term commitment to improving the quality of financial planning. Inclusion in the Top 100 reflects Bluecoat’s focus on delivering clear, personal advice and building lasting relationships with clients.

Being recognised alongside some of the most established firms in the profession is a proud milestone and reinforces Bluecoat’s ongoing commitment to putting clients first.

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.

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

Watch

Ray & Shirley Long

We wanted confidence in retirement, and Bluecoat gave us that clarity.

Watch

Martin Crick

Redundancy felt like a setback - until Robin showed me I could retire instead.

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Mark and Hannah Beattie

They turned our uncertainty into a clear, confident plan.

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John and Darren

We’re free to focus on life, knowing our finances are secure.

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.

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.

    
 
 
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   Kirsty Bingham 
 
 
 
  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 
 
 
 
  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 
 
 
 
  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 
 
 
 
  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 
 
 
 
  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 
 
 
 
  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.