Bluecoat Wealth Management Ltd Company Profile, Contacts & Intelligence

Bluecoat Wealth Management Ltd Overview

Chartered Financial Planners looking after the financial planning of private individuals in Sussex and South East England. 'We believe that aligning values and wealth protects families for generations, which is why we help to create legacies that shape and leave a better world.' Bluecoat Wealth Management was founded in 2007 by Robin Clarke. 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.

Headquarters

Shoreham-by-sea, West Sussex, United Kingdom

Website

bluecoatwm.com

Industry

Financial Services

Founded

2007

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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Bluecoat Wealth Management Ltd Workforce Composition

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