Financial solutions

What financial solutions can you offer me?

Over the years we have designed a number of independent financial advice services which address a number of needs for many people who are either wealthy retired (with an estate worth in excess of £1 million), or are successful small business owners.  In particular, if you are in the millionaire asset group, we have a number of programmes which aim to provide some of the main financial solutions that people like you require.  Please read our page on millionaire clients which explains our client criteria.

You can see details on all our services on this site in more detail.  An outline on each is listed below.

• The Bluebond ‘Clear Future’ Financial Planning Program

For people with joint incomes in excess of £100,000 per annum.  If you want to ensure that you can achieve your personal goals and at the very least maintain your current standard of living, no matter what the circumstances, throughout your lifetime, without fear of running out of money.  A set up fee for the financial plan and a monthly fee for the review and maintenance coaching programme is payable.

• The Bluebond AAA Investment system

For people with existing investments or personal pensions in excess of £100,000, or people who prefer proactive investment advice and investment management.  They need to invest in excess of £100,000 for at least 5 years.

• The Bluebond Mortgage Selection process

For people who wish to ensure that they obtain unbiased fee-based advice in selecting and implementing a mortgage in excess of £200,000.  The commission from the mortgage is refunded back to you.

• The Bluebond Pension and Investment Performance review

For people who wish to ensure that their existing pension advice and investments are properly reviewed to help achieve the investment return expected.

• The Bluebond Retirement Options process

For people who wish to retire in the next 5 years with an investment portfolio including pension funds in excess of £100,000.

• The Bluebond Inheritance Tax Mitigation process

For people who expect their estates on death of both partners to reach a value in excess of £1 million.

• The Bluebond Tax Planning process

For people who wish to make tax savings on their potential tax liabilities.

What should I do if the solution I require is not listed here?

We’d be delighted to help you, please call us.  With over 15 years’ experience as financial planners and independent financial advisers, we can discuss your individual needs and offer a bespoke solution.

Any financial solutions questions?

If you have any questions please call us on 01582 839280 or Email us.