Bluecoat Wealth Management Ltd

Robin spent the early part of his career working for a large high street bank. This was back at the time when your local branch was central to your community, when banking customers were known by name and you had a personal relationship with your bank manager. In 1997, after many years' at the bank, Robin decided it was time to leave. He felt disillusioned that the bank was losing its community feel. He became an Independent Financial Adviser, so he could focus on meeting the needs of his clients - not selling products. Robin now owns Bluecoat Wealth Management, a Chartered Financial Planning business dedicated to providing independent advice and Financial Planning services to individuals based in Sussex and South East England. He is qualified as both a Chartered Financial Planner with the Chartered Insurance Institute and a Chartered Member of the Chartered Institute for Securities & Investments. Bluecoat Wealth Management is also accredited as a firm of Chartered Financial Planners. Bluecoat is founded on old school values. Just like back at the bank. They operate a policy of working with a select number of clients, pre and post retirement, with which they build strong long-term relationships and deliver a consistently high level of service. OUR RANGE OF SERVICES Financial Planning Legacy Advice Ongoing Financial Planning Service Wealth Management Financial Policy Consolidation Protection Family Wealth Service Pension Consolidation Long Term Care Trusts & Estate Planning Comprehensive Tax Planning

Address: Basepoint, Ropetackle, Shoreham-by-Sea, West Sussex, BN43 5EG, United Kingdom

Phone: +44 1273 466 533
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