OUR SERVICES
We offer a range of financial services to suit your needs.
OUR SERVICES
Blue Label Wealth Management Limited is an Independent Financial Advisory firm who provide independent advice services to clients. We are able to work closely with other trusted Advisers within the Vision Network so you can be certain the advice you receive is impartial and meets your required needs.
Wherever you are in life it is never too early or too late to seek financial advice. Whether you have a young family and need to protect their financial security, or you may have been successful and need advice on preserving your assets or mitigating them from Inheritance tax. Whatever the reason please take a look at our range of specialist services and give us a call today for a no-obligation chat.
01.
Bespoke Investment Advice
Our investment advice and process is fundamental to the service we provide, allowing for flexibility and expertise to ensure that our clients needs are met
02.
Estate & Tax
Planning
We can help with minimising your tax liability and maximising what you are able to pass on to your loved ones with peace of mind that your wishes will be completed
03.
Discretionary
Portfolio Management
We take the time to understand the specific circumstances of each client with the aim of constructing a portfolio to reflect personal requirements and objectives
04.
Pension & Retirement Planning
Retirement planning encompasses many more aspects than just saving into a pension. We take the time to get to know you, your goals and your aspirations
The Financial Conduct Authority (FCA) does not regulate Inheritance Tax Planning, Tax and Trusts.
Please remember that past performance is not a guarantee of future investment performances and can only be used as a guide, not a projection. Therefore, the value of your investments may be less than the original amount invested.
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The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future
OUR DEDICATED COMMITMENT TO YOU
Our commitment to you is that we will always act in your best interests, by ensuring that we will:
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Be professionally qualified
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Act at all times with honesty and integrity, upholding the highest ethical standards
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Disclose any conflicts of interests immediately
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Openly discuss all services, fees and charges
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Provide the level of service most appropriate for you
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Ensure any advice given in suitable and the most appropriate for your circumstances
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Take into account any disabilities or vulnerability and deal with you in a respectful, empathetic and courteous manner
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Communicate in a way that is clear, easy to understand and free or industry jargon
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Mark Keats
SERVICE STANDARDS POINT OF REFERENCE
We provide Independent advice based upon a comprehensive and fair analysis of the market​. When we consider working alongside professional parties such a Discretionary fund management groups we will evaluate the following factors:
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It's people evaluating its stability of staff and access to resources
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The investment houses process and its investment psychology and its compatibility to a broader estate plan
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The full pricing of that service and its competitive level
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The service it offers with access to decision makers and the level of communications to all parties
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Our own ongoing servicing and reviews range from the following:
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Free initial meeting
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Our "Level service one" offers client high contact service with optional half yearly face to face review of your existing investments performance
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Ad hoc meetings as required
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Quarterly due diligence on any Discretionary Investment Manager
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Unlimited telephone support
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Access to online portfolio investment service
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Periodic client magazine
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Please remember that past performance is not a guarantee of future investment performances and can only be used as a guide, not a projection. Therefore the value of your investments may be less than the original amount invested.
CONTACT US
If you have any questions about the services we provide please get in touch and we will get back to you as soon as we can.
Address
248 West Way,
Broadstone, Dorset,
BH18 9LL
Phone
Telephone: 01202 083435
Admin: 07486 382482
Mobile: 07942 492670
Social Media
Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law. For further details on how we handle your personal information, please refer to our Privacy Policy.