Bluebond Estate Planning
Bluebond Inheritance Tax Planning
Bluebond Property Tax Planning


Each director has over 20 years experience in the financial services industry. The founding directors recognised that, in many situations, clients like you need advice and guidance at a time when they don’t need to purchase a commission paying product. Hence, they wanted to develop a business founded on the principle of fees based advice and guidance.

Sometimes, it is more cost and tax effective for clients that we collect payments via commissions where possible – so we continue to do so where appropriate. In most cases commission is not taken and premiums reduced or if unavoidable, ( mortgages for instance) are refunded back to you the clients.

The business is organised in a manner designed to provide the advisers with high levels of administration support, to allow them time to focus on you. In this way, we aim to deliver much higher levels of service and value than are found elsewhere.

Our Mission Statement

Growing happiness and financial peace of mind for all our clients and team.

Our Service Guarantee

We want you to be delighted with the work we do for you, and are therefore pleased to offer an unconditional service guarantee.

If our service falls short of your expectations for any individual transaction, we will refund any amount that you consider to be appropriate, up to the total fee for that transaction, irrespective of our views.

The areas in which most of our clients are based

Most of our clients are based in Hertfordshire,London, Essex. Surrey and Bedfordshire

Many client phone us for help on estate and inheritance tax planning who do not live within our service area. If this is the case we will refer you to a know specalist in your area.

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