At BlueFinch, we approach wealth management from a different angle. As progressive forward thinkers, we don't cling on to tradition or trade on our name. We live and die by our values. The fundamental principles of financial advice are central to everything that we do. Our investment process is robust and intelligent; delivering above market returns. Our clients are empowered through transparency; on both cost and reported performance.
TRANSPARENCY, EMPOWERMENT, PERFORMANCE
OUR SERVICES
Estate
Planning
Global
knowledge
BlueFinch services and fees are transparent, to ensure clients can make informed financial decisions. We focus on creating value for all of our clients.
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OUR VALUES
OUR APPROACH
We work hard to maximise and secure long-term returns from pensions, to help you create sustainable wealth into your retirement.
PRICING
Delivering results means taking the right course of action. We evaluate our performance using rigorous industry and market benchmarks.
We believe that access to the whole market serves our clients the best. We deliver a full range of solutions from across the market, tailored to your goals.
Pensions and Retirement Planning
The Financial Conduct Authority (FCA) found that 73 percent of financial advisory and wealth management firm’s fail to give clients clear guidance on the cost of advice.
BlueFinch Wealth has a simple philosophy: We preserve, safeguard and grow our clients’ wealth over time.
SERVICES
OUR VALUES
Please be aware that the value of units can fall as well as rise, and you may not get back all your original investment.
Estate Planning advice is not regulated by the Financial Conduct Authority
Wealth Management requires a global view. We are constantly considering market trends to translate them in to opportunities for our clients.
Investment Portfolio Management
WEALTH MANAGEMENT
REDISCOVERED
Performance
benchmarking
We can help ensure your wealth is passed to future generations to give them stability and prosperity as part of your legacy.
FIND OUT MORE
CONTACT
Transparent
fee structure
Independent
advice
Portfolio management is made more difficult when managers have an incentive to select benchmarks they are confident they can beat. Many now create custom benchmarks, rather than using independent industry standards that accurately align client portfolio against the investment strategy.
BlueFinch is different: We evaluate our investment performance against independent industry standards and whether we are achieving the returns you need.
Accountable benchmarking
Please be aware that the value of units can fall as well as rise, and you may not get back all your original investment.
The Financial Conduct Authority (FCA) found that 73 percent of financial advisory and wealth management firm’s fail to give clients clear guidance on the cost of advice. We take the opposite approach.
BlueFinch services and fees are transparent, to ensure clients can make informed financial decisions. We focus on creating value for clients; please refer to our pricing.
*Source Association of Professional Financial Advisers
Financial matters are often complex, and client needs unique; there are often many different ways of tackling a financial requirement. We believe that access to the whole market serves our clients the best.
We deliver a full range of solutions and truly independent financial advice. We take the time to evaluate and consider products from across the market, allowing us to design the most appropriate solution and provide tailored advice for you. It is at the core of our services.
The move from the independent to the restricted advice model has gathered pace in recent times; 9 per cent of revenue in the financial advice industry in 2013 came from restricted models compared to 18 per cent in 2015*
At BlueFinch, we have defined a set of core values around how we work with clients, to ensure we are focused on working with everyone as financial partners. Our values and processes are committed to achieving returns using responsible and robust financial management principles. We believe in timely and transparent accountability and benchmarking, to ensure you are equipped and empowered to achieve your financial objectives.
Transparent fees
Independent advice
Wealth Management requires a global view, with events in one region triggering outcomes across the world.
Actively gathering and applying knowledge ensures we are forward thinkers with a distinctive and informed point of view. We are constantly considering market trends to translate them in to opportunities for our clients. Our passion for knowledge puts your investments, savings and pensions in a strong position.
Evaluating the quality of financial
advice is difficult and subjective.
Global knowledge
EMPOWERMENT THROUGH TRANSPARENCY
Delivering results means taking the right course of action for our clients. We evaluate our performance using rigorous industry and market benchmarks, accurately matched to client portfolios and individual financial objectives.
BlueFinch takes a different approach to wealth management. We focus on creating value for clients, allowing us to offer a cost-effective fee structure for Wealth Management Services; giving you more money to grow.
ONGOING WEALTH MANAGEMENT FEE STRUCTURE
£41,565
A typical Investment management fee of 1.0% a year. Our fees are tiered dependent of the size of your portfolio (subject to a minimum of £1,625pa).
CREATING VALUE WITH A COST
EFFECTIVE FEE STRUCTURE
0.5%
0.50%
Financial advice on firm principles,
empowered through transparency.
£500,000
POTENTIAL SAVING
OVER 10 YEARS
£500,000 - £2m
BLUEFINCH FEE
An account with a £500,000 balance would cost £2500 less per year than a typical 1% investment manager charge.
OUR FEES
0.65%
How did we get to these figures?After 10 years, a £500,000 investment with an annual fee of 1% taken monthly in arrears will be worth £810,179; while a BlueFinch account with an annual fee of 0.50% taken monthly in arrears will be worth £851,745, assuming an effective gross annual return of 6% for both.
£0 - £500,000
Download a detailed breakdown of our fees and charges
PORTFOLIO SIZE
CASE STUDY
Please be aware that past performance of an investment is no guide to its performance in the future. The value of units can fall as well as rise, and you may not get back all your original investment.
At BlueFinch, we approach Wealth & Investment Management from a different angle. We are committed to the transparent application of the fundamental principles of financial advice, to safeguard and grow the wealth of our clients.
OUR STORY
OUR APPROACH
We have defined a set of core values to help you achieve your financial objectives.
Evaluating the quality of financial advice is difficult and subjective. We have defined a set of core values around how we work with clients, to ensure we are focused on working with everyone as financial partners and help them achieve their objectives.
Understand: Building an effective portfolio starts with evaluating the end goal and assessing the steps we need to take for a client to achieve that. We take the time to fully understand your financial goals, allowing us to design an appropriate investment strategy and provide tailored advice designed around you, and your family.
Design: We are dedicated to providing sustainable risk-adjusted returns. We adopt a rigorous approach to risk analysis and investment selection.
When constructing your portfolio, we model the underlying asset allocation to produce best-case, baseline, and worst-case scenarios. This framework helps us create a well-diversified portfolio, tailored to your goals, which you fully understand.
Ongoing Review:
We continually work alongside you to keep you informed of the latest developments and to identify investment opportunities as well as market risks. As part of our ongoing services , we also formally review your portfolio at least once a year to ensure its continued suitability and review overall performance.
INVESTMENT
PORTFOLIO
MANAGEMENT
PENSIONS AND
RETIREMENT
PLANNING
ESTATE
PLANNING
BlueFinch Wealth has a simple philosophy: We preserve, safeguard and grow our clients’ liquid capital and savings over time. We are dedicated to providing reliable, risk-adjusted returns, even in difficult market conditions.
Building an effective and efficient investment portfolio, designed to generate consistent, growth-orientated returns requires a clear action plan of how to achieve that. We work closely with clients through the following three-stage investment process:
Contact us for an initial complimentary consultation.
True wealth is not defined by how much money you have, but how you use the money you have to create a better life for you and your family. Pensions are valuable assets and can become a primary income source in future years.
We work hard to maximise and secure long-term returns from pensions, to help you create sustainable wealth into your retirement. You want to enjoy your retirement years while knowing your family is protected. We will help you to identify and further understand your requirements and enable you to take advantage of the tax benefits available to you.
Our pension planning service is a flexible, bespoke service that will guide you through both pre and post retirement planning, taking into consideration your individual circumstances. We tailor an investment strategy appropriate to your needs and help you to maximise what may become one of your most valuable assets in future years.
Our retirement planning service includes:
• Analysing the costs and investment performance of your pension plans.
• Projecting the value of your pensions at selected retirement dates to determine the income levels they might produce.
• Assisting with an appropriate exit strategy, if you are close to retirement.
• We can provide advice if you have multiple pension policies and create an individual retirement plan.
You have worked hard to build sustainable wealth and assets. We can help ensure these are passed to future generations to give them stability and prosperity as part of your legacy.
Having worked hard to build your assets - whether this is cash, investments, property or collectables - many people want to pass these onto future generations, to help them to live a comfortable life. Our specialist estate planning advice is designed to help you maximise your wealth and minimise inheritance tax.
We provide:
• A comprehensive review of all your assets and objectives;
• Plans designed specifically for you and your estate;
• A wide choice of tax-efficient solutions;
• Transfer assets through the prudent use of lifetime gifts;
• Create a tax-efficient fund to enable the beneficiaries of an estate to meet the tax liability without disturbing the family wealth. Under current IHT legislation, pensions can play a considerable role in estate planning.
user terms
privacy policy
BlueFinch is regulated by the Financial Conduct Authority.
The products and services described on this site are intended for UK residents only.
Registered in England and Wales No: 10206285
Registered Office: 80-83 Long Lane, London, United Kingdom, EC1A 9ET.
We tailor advice and solutions around each clients’ individual goals and the core principles of wealth management: safeguarding assets, protecting investments, and generating sustainable returns. We explore each clients' needs in detail and advise them on the most suitable financial solutions for their particular objectives.
Please be aware that the value of units can fall as well as rise, and you may not get back all your original investment.
A pension is a long term investment and the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Taxation Advise and Estate Planning are not regulated by the Financial Conduct Authority.
We take the time to build relationships based
on an uncompromising quality of service.
APPLYING OUR VALUES
TO WEALTH MANAGEMENT
info@bluefinchwealth.com
Do you have extensive wealth, investment or estate management experience? Are you professional, detail-orientated and apply rigorous investment selection criteria? Looking for a new challenge?
Get in contact today to discuss taking your career further with BlueFinch Wealth.
COMPLAINTS PROCEDURE
For further Information on our complaints procedure please read the Important Information.
HOW TO CONTACT US
Thank you for your interest in BlueFinch Wealth. We appreciate the opportunity to talk with you about our services and how we can work together.
0207 041 8355
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