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Your story

Working professionals

We expertly manage your finances, simplifying tax, pensions, and benefits to align your money with your values, career ambitions and priorities.

Enjoy the financial rewards you’ve worked for

You’ve built your success, and we believe your finances should naturally support the life you’ve earned. We help you to understand complex areas such as pensions and Inheritance Tax, making sure your wealth serves the future you envision and effortlessly fits into your life.

We build financial plans around what matters most to you – your goals, your values, your future. Our role is to guide with clarity and confidence, so you can enjoy the rewards of your hard work, knowing everything is aligned.

Supporting your future

Maximising your tax and benefits

We find efficient ways to handle your tax and help you get the most from benefits such as childcare.

Organising pensions and investments

We’ll help you organise your old pensions, combining them where beneficial to create a clear, simplified retirement picture.

Comprehensive financial protection

We help safeguard your family and wealth by addressing areas such as debt management while ensuring you leverage all the work benefits available to you.

Chartered, independent expertise

As a Chartered, independent firm, we uphold the highest standards in financial planning. Excellence is our benchmark, so you can always expect top-quality service from us.

Begin your journey with no initial fee

We’re one of only a handful of UK firms to offer financial guidance with no initial fees. By removing the upfront cost barrier, we help you access the expert support you deserve. Explore our example-based charges, designed to reflect different goals, levels of wealth, and approaches to investing.

How our charges work
See and hear our clients’ experiences

Your story

Thinking about
retirement

Take me there
Enjoying
retirement

Take me there
Growing your
business

Take me there
Selling your
business soon

Take me there
Receiving an
unexpected lump sum

Take me there
Widowed or
divorced

Take me there
Creating lasting
family wealth

Take me there

Let’s discuss your goals

Start the conversation that gets your financial plans moving in the right direction.

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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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