Why use a millionaire specialist?
Why do we mainly work with people who are millionaires?
To enable us to best help our clients. Specialising in this asset range helps us understand their financial planning and financial advice needs better than a generalist adviser.
What type of people are typical Bluebond clients?
Very simply their current total assets exceed £1 million in value. This includes the following assets:
- Current equity in their main residence and other property in the UK or abroad
- Current saleable value of their business if applicable
- Total current value of cash, pensions and investments less the value of any debts
- Current value of other assets such as royalties or trust funds
What if I am not worth a million?
We do help younger clients who are mainly referred to us by their parents. However if your annual income exceeds £100,000 or you are a sucessful business owner it’s worth having a chat. Please contact us and we will take it from there.
How do I know you can help me?
We have been financial planners and independent financial advisers working with wealthy clients on their financial plans and providing tax help for over 15 years so it is unlikely we cannot help you. Firstly have a look around this website in particular – our services, our approach and our service guarantee sections.
Any questions on why we deal mainly with clients who are millionaires?
Please call us on 01582 839280 or Email us.
