Blue Fox Wealth was established to provide independent, straight forward, jargon free advice in the face of the most complicated matters.
We advise Individuals, Families, Trusts, Charities and Business Owners on all aspects of Investment Planning, Pension Accumulation and Retirement, Estate and Tax planning, Protection, as well as Long Term Care matters.
We also work with the Community and frequently provide regular talks and Seminars for Community groups so they have access to free, impartial guidance on topical financial planning issues.
We are recognised by Professionals in the local community and beyond for our down to earth, practical help and can work alongside your Solicitor, Accountant and other Advisors to provide a holistic, joined up approach to planning for your financial affairs.
Advice is provided by Chartered qualified Advisors to ensure the highest levels of service, and support.
We are a wholly owned independent firm, meaning research is gathered from the whole of market unlike a tied or restricted offering, and strive to retain our independence.
We specialise in simplifying the complex, and work with clients for the long term providing support at every life stage, including providing assistance to Family members, particularly important when dealing with the elderly and long term care.
We listen to your concerns and work with you to prepare an easy to understand solution that works to meet your aims and objectives.
Blue Fox Wealth, Unit 2, Higher Barn, Holt Mill, Melbury Osmond, Dorset, Dorchester, DT2 0XL
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