Bluecoat Wealth Management Ltd

Independent Financial Adviser  11 Lady Bee Enterprise Centre, Hove, 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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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
9.0/10
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FCA authorised
Last authorised 22nd November 2021
Meet our advisers
MR Robin Clarke
Fellow Chartered Financial Planner

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.

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

Accreditations
Certified Financial Planner
Mr David Langley
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
Certified Financial Planner
What our clients say
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
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
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
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
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
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, BN42 4BW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 22nd November 2021

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