Family at the core
Independent Advice and Financial Planning
Frequently Asked Questions
How do I choose a financial advisor?
Firstly check that your financial advisor is regulated and authorised by the FCA. Search the FCA register here https://register.fca.org.uk/ to find out if an advisor is regulated.
How am I protected?
Bluecoat is a regulated by the Financial conduct Authority. If you deal with a firm that is not regulated you may not be covered by the Financial Ombudsman Service or Financial Services Compensation Scheme if things go wrong.
How are you regulated?
Bluecoat is a member of Best Practice, the only chartered IFA network. Best practice monitor processes, advice, compliance with FCA regulations and provide Bluecoat's PI Insurance.
Why use a Financial Planner?
A qualified, experienced and regulated financial planner will be able to connect all of the financial dots in order to provide you with an overall plan to meet your financial goals. As an Independant financial advisory firm Bluecoat researches the whole market to include the most suitable products within your financial plan.
What are your fees?
Our competitive fee structure is discussed during the complementary Discovery meeting at the start of our client journey. if you require further information please contact us.
How is technology used?
Bluecoat embraces technology including our client portal and back office systems, allowing us to spend more time focusing on clients. Although technology is improving and integrated into our firm, we believe that empathy, listening skills and understanding will always remain essential qualities for advisers. Our firm is focused on the human touch whilst embracing the right technology.
Are you qualified?
We are a firm of Chartered Financial Planners, a status granted to us by the Chartered Insurance Institute. Only firms that adhere to the highest profession standards are awarded this title.
How do I get started?
Please use the Contact Us selection below, you can either call, email or fill in a contact form.
How do you handled my personal information?
All of your personal information and any information discussed during our meetings are held in the strictest confidence, please refer to our privacy policy for more information.
If you have any further question please contact us and we will be happy to help.
