PLAN | GROW | PROTECT

Life centred financial planning, bringing clarity to your future.

What

What do we do?

We help clients answer the important questions in life. Will my family be ok when I am not around? Do I have enough to be financially independent if I stop work? Can I afford to pay for my children or grand children’s education? What is the best way to pass wealth to my family?

 

We use financial modelling software to build interactive plans with clients.

Testimonials

What our clients think...
  • We recently started our own company and initially were looking for support on setting up independent pensions.

    Dan decided to take a more holistic approach to what we needed to understand our entire financial position, our long term goals and ambitions, and then was able to recommend both pension, and investment strategies that would help us reach the desired end state. He did a thorough investigation of our position then created a plan full of recommendations which we then decided to implement. He recommended life insurance products for us, helped transfer existing pensions, recommended new pension schemes, and investment platforms, set us up with online platforms to monitor our investments.

    Mr D Ms M, Bristol
    08/01/2020

    We have been clients of Rob and Blue Wealth since 2013 and have been very satisfied with the way in which our financial affairs have been handled.  In particular, the performance our portfolio and the mitigation of tax liabilities, along with the planning provided using cash flow modelling.

    Blue offer a very personal service unlike some of the bigger organisations and they are totally independent which means that our funds have all been invested in the most suitable way for our requirements.

    We would not hesitate to recommend Blue Wealth.

    Mr & Mrs T. North Somerset
    16/12/2019
  • I was looking for help in maximising my retirement income and ensuring I had a regular and sustainable income.

    I found Dan very approachable yet professional and felt he had an understanding of my needs. His explanations were clear and he followed up any decision we made with a letter, email contact or a phone call.

    I have been very happy with the results of the decisions we jointly made. He is easily accessible and gives the impression he would always be prepared to review any decision if circumstances changed.

    He has provided me with the service I wanted and needed and I am very satisfied.

    Ms P, Exeter
    23/11/2019

    We were looking to ensure that current investments and retirement income were sufficient, and minimising any future inheritance tax.

    Dan set up a trust for our grandchildren and reviewed existing investments.

    Generally very satisfactory, always punctual for meetings, professional and friendly and is advising other members of my family.

    Mr and Mrs H, Wendover
    08/11/2019

You

Sound familiar?

Time to start planning

You’re successful and earning a good living, maybe run your own business and want to ensure that your money is working as hard as you are, but time always seems to escape you. We’ll challenge you to set goals, financial and otherwise and ensure that you protect your family now while growing your wealth for the future.

Thinking about retiring

You’re thinking about giving up work but are unsure if you have enough money to live the lifestyle that you want. We’ll build a plan to provide clarity about what your financial future holds. We will assess any shortfalls, building in the dreaded “what ifs” and give you the confidence to make those life changing retirement decisions.

Passing on your wealth

You’re financially secure, retired and living the lifestyle you dreamed of. Now your attention has turned to wealth preservation and ensuring future generations retain your family’s wealth. We’ll help you distribute your wealth the way you intend, minimising any taxation while protecting your own lifestyle.

Us

Meet the team

News & Views

Keeping you informed....

Contact Us

Get in touch with us
Telephone

0117 3320230

Address

3 Westbury Mews

Westbury on Trym

Bristol

BS9 3QA