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‘I have been a customer for more than ten years, a period that has included my retirement, my divorce and at least three global financial crises. I would describe Phillip Ford and his team as my financial rock through this period, and I shall continue, without hesitation, to recommend him to anyone. It goes without saying that they have the expertise, organisation, contacts and networking skills to provide a premier service as financial advisers, but what distinguishes them, what makes them special, is the approach.’

—MP, Tunbridge Wells

Investment Management Solutions

Throughout discussions with you, we will come to an understanding of how you wish your wealth to be managed. Whether you are investing for retirement through a pension or into an investment wrapper for capital growth or income, your adviser at Bright Blue Wealth Coastal will go through the various different wrapper options available to you.

We will have a detailed discussion of risk with you, as well as an understanding of timescales and access to capital sums. This, along with the risk questionnaire, will help us agree on which of the management options are the most suited to your objectives:

Passive Funds

Active Funds

Model Portfolios

Discretionary Management