- Help people to ensure their financial plans align with their life plans
- Help people grow, manage and protect their wealth
- Help people ensure their assets are passed to their children tax efficiently.
Why should you choose to engage us?
- We are fully committed to building long term relationships with you
- We make every effort to ensure you get the most suitable advice in the areas we specialise in.
- We will always go the extra mile to ensure we deliver you financial peace of mind
- Excellent service is our standard practice
This website is aimed at the non regulated parts of advice which are financial planning, tax planning and mainly estate planning and inheritance tax advice. Although Charles who writes this site is a regulated financial adviser in his own right, this site concentrates on non regulated work. For any regulated work Charles will talk to you in that capacity if required but through a seperate firm of regulated independent financial advisers. Bluebond is a firm of fee based financial planners, who specialise in helping people who are millionaires with inheritance tax planning and estate planning.
Our clients are usually based in and around Hertfordshire. Where a client lives outside of these area we will recommend the services of another firm of specialist independent financial advisers who we have interviewed and made certain that they understand this complex area well enough.
Please read the page entitled Aims of this site.
I look forward to talking to you.