BlueFinch Wealth Ltd

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.