Welcome to Bluewater Financial Planning, specialists in wealth management and financial planning, serving individuals, families and businesses.
We believe that everybody should have access to financial advice; therefore we welcome anyone who is serious about planning for their future to contact us.
Planning for your future prosperity will require an ongoing commitment to building and maintaining long-term, trusted relationships to ensure that you receive advice of the highest standard. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
As a Senior Partner Practice of St. James's Place Wealth Management, our focus is on you and on achieving or maintaining financial security for you and your loved ones.
Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
We have access to the distinctive approach to Investment Management and Guarantee of our advice to you from the St. James's Place Wealth Management Group. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Mark has been my Personal Financial Planner for over four years and I have been extremely satisfied both with the service he gives and with his personal discernment of the financial markets. He is very astute and conscientious, but also helpful in the presentation of proposals and reviews. Our meeti...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.