About Bluecoat Wealth Management Ltd

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 Ltd is a firm of Chartered Financial Planners, and specialist provider of Financial Life Planning and Wealth Management solutions to private clients living in Sussex, Surrey and London.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

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