Why choose a Chartered firm?

Our Chartered title was granted by the Chartered Insurance Institute (CII), the professional body for personal finance, who are dedicated to building trust and upholding the highest standards. Being Chartered means we adhere to an ethical code, so we always put your interests first. It means we invest in the ongoing development of our team’s skills and knowledge.

As CII members we have access to industry-leading technical intelligence, education and training. Our advisers help to shape the profession and its response to changing times, so they never stand still.

You can be sure that every member of our team has made a commitment to being ethically driven and knowledgeable. They will provide independent advice that is based wholly around your unique needs and circumstances and have the expertise to guide you, no matter where your journey takes you.

"Live, Love Laugh Leave a Legacy"

Stephen Covey

© 2021 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