Wealth Management – Complex process made simple

Manage your money with professional advice every step of the way. All investments can fall in value as well as rise, so you might not get back what you originally invested.



Key benefits of being a Blue Ocean Investment Company client:

  • Wide range of investment options available to meet your needs
    To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from the whole of the market to create a bespoke plan that is tailored just for you. In addition, to ensure that your investments are as tax efficient as possible, we can take advantage of the various tax wrappers that are available.
  • We make it easy for you to control your finances
    Through your own personalized website you can analyse and track all of your accounts with us, along with any legacy assets you hold elsewhere including your bank accounts – all in one convenient location.
  • Our planning tools ensure that your investment goals are realistic
    By correctly understanding your appetite for risk, we can ensure that the goals you set are realistic and the investment strategies recommended are the most suitable. We ascertain your risk profile through a number of methods and display these in a way that is easily understood. We can also interrogate the risk profile of your existing products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.
  • Our exclusive relationships ensure that you get the best pricing possible
    By partnering with investment experts, we are able to offer clients lower fees compared to those typically offered to retail investors.

By having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.

Our Wealth Management Process

1. Understanding your situation

Before any investment strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you.

We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.

From there, we’ll discuss your goals and aspirations as well as your attitude to risk. What we learn from you will form the foundation for our future analysis and recommendations.

By taking the time to really get to know you and what is important to you, we can deliver better outcomes. We think this approach not only makes sense but is often an important first step overlooked by many.

2. Analysis and design of your strategy

After we have gathered all the necessary details from you, we’ll turn our attention to analyzing this information.

We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives.

We believe that a critical part of design is ensuring there is a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your investment plan.

Once we have completed our analysis, we’ll design a recommended strategy, or series of strategies, using the most appropriate investment options from our universe.

As part of this, we’ll also take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK.

3. Presentation of your recommendation

We start from the premise that there is no point in recommending a strategy that we can’t explain easily or that our clients won’t understand.

So we will always present our recommendations in a simple and straight-forward way. You will also get a written explanation of all our recommendations in a language that is designed to be understood. These recommendations can be provided to you by email or hard copy, whichever format you prefer.

We will store a copy of our recommendations, supporting information and any other important documents you provide on a personal and secure website that you can revisit whenever you like.

4. Ongoing service and information

As a client of Blue Ocean Investment company you will be able to view your investments and track their progress against your goals on your personal website. Everything will be transparent to you.

If you want to make any adjustments or if your personal situation changes, you can use the secure messaging system on the website.

For more information about our innovative approach to Wealth Management, please contact us.

T: 01474 709605

E: Enquiries@blueoceandirect.co.uk