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Location:
Worthing, West Sussex, United Kingdom
Occupation:
Financial Life Planner
I loan because:
My company is focused on leaving a Corporate Legacy, both in the UK and Worldwide.
About me:
Have you ever felt that your Bank, Financial Adviser or Wealth Manager cares more about their relationship with your money, than their relationship with you? As I Financial Life Planner, I believe that 80% of the advice process is about YOU, and only 20% about your money, as a tool to help you live a truly fulfilling life. Your dreams, desires and aspirations are the core to your Financial Life Plan, and we help deliver them. Bluecoat Wealth Management, a boutique financial planning business dedicated to providing independent advice and Financial Life Planning to individuals based in Sussex. Bluecoat is founded on old school values - we operate a policy of working with a select number of clients, pre and post retirement, with whom we build strong long-term relationships and deliver a consistently high level of service. We also believe in giving back to the community. We arecommitted to leaving a corporate legacy, applying the same principles as the legacy planning service we provide for our clients.
Check out:
http://www.bluecoatwm.com
Member Since:
Oct 26, 2010
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