Private Client Wealth Management

Bright Blue Wealth Coastal offers clients a Wealth Planning Strategy in each of the four areas outlined below. This plan allows both client and adviser to work together to an agreed plan with the goal of meeting some or all of your goals and aspirations for future financial security for both yourself and your family.

Looking after your wealth is an ongoing process and Bright Blue Wealth Coastal advisers stay in touch with you to ensure that the strategy and objectives you have set are on track. How often you meet with your adviser will depend on the type of investment and the timescales you have attached to your financial planning and your adviser will agree how regularly you should meet to review your plans.

The four stages of wealth.