BlueFinch Wealth Ltd

Independent Financial Adviser BlueFinch Wealth Limited, 125 Old Broad Street, London, EC2N 1AR

First meeting at adviser's own cost

Response rating

9.0/10

22nd July 2019

Wealth & Money Management Awards Winner 2019 - Most Innovative Portfolio Management Firm, London

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
- Rest of world
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back 02080 332154 Recommend to a friend

Meet our advisers

Matthew Parkin

Qualifications & Accreditations Hide qualifications

AF7 - Pensions transfers (CII)

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

J06 - Investment Principles, Markets and Environment (CII)

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.

J01 - Personal Tax (CII)

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.

CeFa - Certificate for Financial Advisers

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.

CISI Masters Programme (Wealth Management) (CISI)

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

CISI Diploma (CISI)

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

R04 - Pensions and Retirement Planning (CII)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

Where to find us

BlueFinch Wealth Limited, 125 Old Broad Street, London, EC2N 1AR

Make an enquiry

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.

Compliance

BlueFinch Wealth Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back 02080 332154 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
- Rest of world
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Compliance

BlueFinch Wealth Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back 02080 332154 Recommend to a friend

Contact options

Make an enquiry Request
a call back 02080 332154 Recommend to a friend

Similar advisers near you

Anstee & Co Limited

Independent Financial Adviser 0.13 mi

For cutting-edge financial design coupled with friendly, professional and efficient service, call Anstee & Co.

See profile

Allonby + Partners

Independent Financial Adviser 0.19 mi

We don't sell products, we provide trusted advice.

See profile

Attivo Financial Planning Limited

Independent Financial Adviser 0.29 mi

Independent, Chartered Financial Planners and Occupational Pension Specialists providing investment, retirement, tax, estate planning and corporate services advice.

See profile

Greenstone Financial Planning

Independent Financial Adviser 0.32 mi

We make this easy for you. We help you achieve financial freedom through sound, long-term financial planning.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.