Bright Blue Wealth Coastal
Bright Blue Wealth Coastal is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve goals.
The Right Fund For Your Financial Objectives
Our service is built around comprehensive financial planning and sound investment principles that ensure our clients are in the right fund for your attitude to risk, your financial objectives and your overall portfolio balance.
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Find Out About
Private Client Wealth Management
Looking after your wealth is an ongoing process and under our Wealth Management service Bright Blue Wealth Coastal advisers stay in touch with you to ensure that the strategy and objectives you have set are on track.
Investment Management Solutions
Whether you are investing for retirement through a pension or into an investment wrapper for capital growth or income, your advisers at Bright Blue Wealth Coastal will go through the various different wrapper options available to you.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
How We Work With You
Our simple four step wealth management proposition involves…
- Initial Discussion
- Research and Analysis
- Designing Your Strategy
- Client Review
Wrap Platform
A sophisticated wrap platform that allows us to manage your investment portfolio.