Life centred financial planning, bringing clarity
to your future.

Our team of financial experts are here to help you answer the important questions in life: Will my family be ok when I’m no longer around? Do I have enough to be financially independent if I stop working? Can I afford to pay for my children or grandchildren’s education? And many more of life’s big financial questions.

We use financial modelling software to build interactive plans with our clients. Helping them secure their financial future.

Blue Wealth Ltd profile


No matter your personal scenario, our team of experts will help create a tailor made financial solution just for you.

Planning your future

You’re successful and earning a good salary, but time is always escaping you and your money isn’t working as hard as you are. We’ll work with you to set goals, financial and otherwise, and ensure you’re on track to achieve your long-term goals. Read more

Ready to retire

You’re thinking about giving up work but aren’t sure if you’re prepared. Do you have enough money to retire when you want and live the lifestyle you want? We’ll work with you to provide clarity over your current situation and create a plan to achieve your goals. Read more

Passing on your wealth

You’re financially secure, retired and living the life you dreamed of. Now, your attention has turned to wealth preservation and protecting your family’s future. We’ll work with you to distribute your wealth while minimising taxation, without affecting your own lifestyle. Read more

What our clients say

We surveyed our clients and this is what they had to say.


of our clients would recommend us to their family, friends and work associates


of our clients believe working with us has helped or will help them achieve their financial goals


of our clients are satisfied with the speed of our responses


of our clients are satisfied that we understand their needs, goals and objectives


of our clients are satisfied with our communications


of clients are satisfied with their planning review meetings


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

    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
  • 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

    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