Blue Fox Wealth

Independent Financial Adviser  Blue Fox Wealth, Melbury osmond, Dorset, DT2 0XL
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FCA authorised
Last authorised 21st September 2020
Straight forward, jargon free independent advice from Chartered Advisors with your best interests at the heart of our service
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Stephanie Dyke
Director
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

Blue Fox Wealth, Unit 2, Higher Barn, Holt Mill, Melbury Osmond, Dorset, Dorchester, DT2 0XL

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