Bluecoat Wealth Management Ltd

Independent Financial Adviser  11 Lady Bee Enterprise Centre, Hove, West Sussex, BN42 4BW
First meeting at adviser's own cost
We believe that aligning values and wealth protects families for generations, which is why we help to create legacies that shape and leave a better world.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Robin Clarke
Fellow Chartered Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
I now have the freedom to work as and when I want to. It's comforting to know I have enough to live the lifestyle I enjoy
Phil, Haywards Heath
Robin is an expert in his field. I have had the pleasure of working with Robin for over 15 years and would have no difficultly recommending him to anyone. His financial advice is well researched and appropriately tailored to his clients.
Andy Corbett, London
Robin has been managing our retirement funds and capital for many years. He gives great personal service, is very attentive to appropriate risk profiles, and responds quickly to any requests and queries. I feel very confident with my future in his hands. Recommended.
Charles Llewellyn, London
We take comfort in knowing our affairs are in order. And wherever we are in the world, we know Robin's just a phone call away.
Gerry & Helga, London
We had investments all over the place and were daunted by all of the paperwork. We finally feel like we're back in control.
Simon & Georgina, Worthing
About us

Bluecoat Wealth Management Ltd is a firm of Chartered Financial Planners, and specialist provider of Financial Life Planning and Wealth Management solutions to private clients living in Sussex, Surrey and London.

Our services

Tailoring your finances and investments to achieve what's REALLY important to you and your loved ones. Delivering financial freedom and security with tax efficient solutions.

Where to find us
Head office address: 11 Lady Bee Enterprise Centre, Albion street, Little High Street, Hove, West Sussex, BN42 4BW
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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