The benefits of financial advice

There are many different types of financial products on the market.  Choosing the right one for you and your situation is really important, especially as your life changes and evolves.

At Blue Ocean we can assist you if:

  • You are not sure what is right for you
  • You want to plan for the longer term
  • You need advice on a particular financial product

We specialise in:

  • Retirement planning
  • Pension amalgamation
  • Investments
  • Protection plans
  • Mortgages, including Equity Release and Buy to Lets
  • Inheritance Tax Planning
  • WILL Writing
  • Business Financial Planning, including Auto-enrolment

Blue Ocean Investment Company Ltd is regulated by the Financial Conduct Authority (FCA).  We have to meet high standards of qualification, keep our knowledge up to date and sign up to an ethical code requiring us to treat you fairly.

We will ask you some questions about your circumstances, your goals and how you feel about taking risks with your money.  We will combine our knowledge and expertise with the information that you give us to recommend financial products that are suitable and affordable for you. We will follow this up in writing setting out the reasons why we are giving you that advice.  Once a plan has been established it should be reviewed regularly to ensure it is working as intended.  As and when your circumstances or priorities change, the plan should be adjusted to reflect those changes.

We have up to date and a broad understanding of all the most important aspects of the financial services market and we act in the interests of our clients at all times.  Seeking professional financial advice is the best way to increase the chances of getting the most out of your finances, whatever life stage you are at.

If you would like to find out how Blue Ocean can assist you then please feel free to contact us.