Bluecoat Wealth Management

Overall Info

Worried about having enough income in retirement, turmoil in stock markets, passing assets in tact to the next generation, or the student debt burden facing your heirs?

Bluecoat Wealth Management is a firm of Chartered Financial Planners working with, and providing solutions for, individuals in Shoreham-by-Sea and Sussex.

Take the worry out of your financial planning – Bluecoat Wealth Management provides independent financial advice and planning, helping clients to create and enjoy a lifetime of financial freedom and security.

We specialise in Wealth Preservation, Investment Management, Retirement Advice and Inter Generational Financial Planning.

We are currently taking on a limited number of new clients. Please contact us to arrange a complimentary initial discussion.

<em><size="1">Bluecoat Wealth Management Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority (FCA), FCA No. 223112. Registered office: The Barn, Brighton Road, Lower Beeding, West Sussex RH13 6PT. Registered in England and Wales No. 6828686.</size></em>