Blue Wealth

Independent Financial Adviser  Riverdale, Sheffield, South yorkshire, S10 3GP
SHORTLISTED FOR FINANCIAL PLANNER OF THE YEAR 2016 1st MEETING AT OUR EXPENSE
We can advise you on
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Healthcare
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Rajan Shah
Director
About us

SHORTLISTED FOR IFA OF THE YEAR 2016

ISA PENSION INVESTMENTS PROTECTION INSURANCE FINANCIAL PLANNING TAX PLANNING

We help you identify, achieve and maintain your desired lifestyle without fear of ever running out of money.
We build lifetime relationships based on trust and integrity. We are truly independent and therefore only act in your best interests.

Our services

SHORTLISTED FOR FINANCIAL PLANNER OF THE YEAR 2016

Lifestyle Financial Planning.

We help you establish your Life Plan and then a Financial Plan to help you achieve this.

We are one of a few Life Planning firms in the UK.

Where to find us
Head office address: Riverdale, 89 Graham Road, Ranmoor, Sheffield, S10 3GP
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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