Bluecoat Wealth Management Ltd

Independent Financial Adviser Bluecoat Wealth Management Ltd, Basepoint Business Centre, Little High Street, West Sussex, Shoreham-By-Sea, BN43 5EG
FCA verified
17th December 2018
Bluecoat Wealth Management Ltd, are Chartered Financial Planners providing bespoke advice to private clients living in Sussex
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Robin Clarke
Chartered Financial Planner
Where to find us

Bluecoat Wealth Management Ltd, Basepoint Business Centre, Little High Street, West Sussex, Shoreham-By-Sea, BN43 5EG

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

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Bluecoat Wealth Management Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority (FSA), FSA No. 223112. Registered office: The Barn, Brighton Road, Lower Beeding, West Sussex RH13 6PT. Registered in England and Wales No. 6828686.

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