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:
- Grow wealth, specifically through our distinctive approach to investment management
- Preserve assets for long-term financial security
- Adequately protect assets from potential threats
- Reduce Inheritance Tax liabilities
- Plan for retirement
- Effectively manage cash and borrowings
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.