BlueFinch Wealth Ltd

Independent Financial Adviser  BlueFinch Wealth Limited, London, Greater london, W3 9EH
First meeting at adviser's own cost
Wealth & Money Management Awards Winner 2019 - Most Innovative Portfolio Management Firm, London
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
10/10
check
FCA authorised
Last authorised 21st September 2020
Meet our advisers
Matthew Parkin
MD

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

About us

BlueFinch Wealth is a provider of wealth management and financial advisory to private clients, corporate, professional practices, and non-profit organisations.

We are committed to the transparent application of independent financial advice, to ensure we work with our clients as financial partners to help them achieve their objectives.

Our values and processes are committed to achieving returns using responsible and robust financial management principles. We believe in timely and transparent accountability and benchmarking, to ensure you are equipped and empowered to achieve your financial objectives.

Our services

We deliver a full range of solutions from across the market, tailored to your individual goals. Our specialist areas include:-

• Pension and Retirement Planning
• Investment Portfolio Management
• Inheritance Tax and Estate Planning

Notably, our advisory investment portfolio management is designed for clients that would prefer a hands on approach to managing their investments. The service benefits clients who want to be involved in investment decisions or do not want to pay the additional cost associated with discretionary fund management.

Independent financial advice is at the core of our services.

Where to find us
Head office address: BlueFinch Wealth Limited, 125 Old Broad Street, London, EC2N 1AR
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 21st September 2020

Similar advisers near you

Independent Financial Adviser 0.14 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.68 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 1.09 mi
Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers
 
Independent Financial Adviser 1.09 mi
Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.