Mike Dobson Email & Phone Number

Blue River is a boutique wealth management and financial planning firm. The key service we offer to our clients is putting together a plan to make sure their money is available to them when it's needed, in the most cost effective manner possible, both in terms of product charges taken and taxes paid.We regard looking after our clients financial affairs as a privilege rather than a right and this is a responsibility that we do not take lightly.You deal directly with me and I’ll take you through a clear and straightforward process that will allow you to make an informed choice.Specialties: We work with owner/managers and senior professionals who are used to making decisions.People come to see us when they have sold a business, or built up a cash pot over the years. In many cases, all they’re trying to do is to find out how much is enough.Once the process is completed clients tell us they feel genuine peace of mind that they’ve made the right decision.

Listed skills include Wealth Management, Retirement Planning, Inheritance Tax Planning, Investments, and 19 others.