BlueFinch Wealth Ltd
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
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Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Expatriate finances
- EEA
- Rest of world
-
Business
- Corporate pension
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
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Long Term Care
- Long term care
BlueFinch Wealth Limited, 125 Old Broad Street, London, EC2N 1AR
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.
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.
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