Blue Fox Wealth
We provide bespoke financial planning where clients are at the heart of what we do. We pride ourselves on our friendly and approachable service, dealing with what can be complicated matters in a straight forward, no nonsense manner at a sensible cost.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 26th July 2021
Meet our advisers
Mrs Stephanie Dyke
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Fellow of the Chartered Institute for Securities and Investments
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
What our clients say
I have known Stephanie and her team for more years than I care to count. Stephanie cares about her clients, and works super hard to get the outcomes they need - I look forward to working with Stephanie for many years to come.
The advice and help I have had from Mrs Dyke has always been very good. I trust her completely.
Stephanie has been involved with my financial affairs since 2004. I have found her very efficient, helpful, reliable and knowledgeable. Stephanie has given sound advice for both my pension and ordinary investments. She has a wide range of contacts in the financial/legal area and where necessary her introductions have proved fruitful. I have no hesitation in recommending Blue Fox Wealth.
My wife and I are very grateful to Stephanie and her team at Blue Fox Wealth who have provided us with excellent advice and support on our financial affairs for more than a decade, during a period of considerable regulatory change and economic uncertainty.
I first met Stephanie Dyke of Blue Fox Wealth just after my husband had suddenly died. She was extremely understanding and patient with me and immediately got on with explaining what my tax position was, no mean task. Always very approachable and helpful she has been a delight to meet and work with, and is a credit to the company.
I have enjoyed the benefit of working with Mrs Stephanie Dyke in her capacity as a financial advisor since 2012. I'm pleased to say throughout this period she has been extremely helpful, she has researched each problem assiduously and has given carefully considered, sound advice.
I am extremely pleased with the way that Stephanie Dyke of Blue Fox Wealth has been dealing with my affairs since she became my advisor, and would have no recommendation in recommending her.
When our company needed professional advice for our employees work pension scheme Blue Fox Wealth were there to help, the knowledge and advice they gave was fantastic and I would certainly recommend them to any business.
Blue Fox Wealth was founded by Stephanie Bebbington-Dyke after many years working in the accountancy and financial services sectors. One of a handful of women that independently set up and run a directly regulated firm, whilst being recognised as an Industry Specialist, sitting on a number of exam panels with the CISI (Chartered Institute of Securities and Investments), and acting as a Technical Reviewer and Editor to a number of publications.
We provide the full range of wealth management services, and are able to provide advice on ethical and sustainable investing, alongside your traditional investment choices.
Our clients tend to be approaching retirement or retired and often seek advice regarding streamlining investments to generate an income, investing to preserve capital and seek gains over bank interest rates, pension consolidation, pension income drawdown and investing for income, funding care fees, as well as how best to help pass wealth down through generations.
We work with individuals, families, businesses and Trusts, to streamline and manage your affairs.
We specialise in assisting clients with over £100k to invest.
Take a look at our testimonials from clients to see how we have helped others.
Where to find us
Head office address: Unit 2, Higher Barn,, Melbury Osmond, Dorchester, Dorset, DT2 9TB
Minimum wealth (income/assets)
Minimum mortgage value
Online (Live chat, video, email)
Face to face