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Kiva Lender Robin Clarke
Worthing, West Sussex, United Kingdom
Financial Life Planner
I loan because:
My company is focused on leaving a Corporate Legacy, both in the UK and Worldwide.
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.