Strategic Insight Advisors

Blue Coast Wealth Management Ltd -

Phone: 7974441227.
Website: bluecoastwm.co.uk.
Specialties: Financial advisor, Service establishment.

Opinions: This company has 31 reviews on Google My Business.
Average opinion: 5/5.

Location of Blue Coast Wealth Management Ltd

Blue Coast Wealth Management Ltd

7974441227

Blue Coast Wealth Management Ltd is a financial advisor and service establishment that provides expert financial advice and solutions to individuals and businesses. The company is located at Address: 31-3

Reviews of Blue Coast Wealth Management Ltd

Blue Coast Wealth Management Ltd -
Rob Flood
5/5

Marc and Mary are a great team. Financial planning makes my head blow up a bit so to get good professional advice that breaks through the often bewildering language is brilliant. Marc's advice over the last few years has been invaluable and I've seen excellent gains in my pension pot.

Blue Coast Wealth Management Ltd -
Debbie Everton
5/5

My experience with Blue Coast Wealth Management has been very good, I have found Marc and Mary professional and very friendly with expert advice. They have both have kept me up to date with all the information that I have needed and nothing has ever been to much trouble. Highly recommend

Blue Coast Wealth Management Ltd -
Ben Webster
5/5

I had some worries about my lack of retirement planning and I had several old workplace pensions which weren't performing well. Marc's advice has been top notch and I am now on track for retirement in a few years' time. Marc and Mary always respond quickly to any queries I have and I have personally recommended Blue Coast Wealth Management to my family and friends.

Blue Coast Wealth Management Ltd -
Robert Watts
5/5

We have been with Blue Coast Wealth Management Ltd for a few years now. Marc and Mary have been very professional in the way that they have managed our portfolios, giving good advice to our questions and reassurances especially throughout COVID. Also there is no pressure when talking to Marc which makes you totally at ease with him. Nice people.

Blue Coast Wealth Management Ltd -
Julie Hartrey
5/5

My husband and I have been receiving financial advice from Blue Coast Wealth Management for several years now and have developed a very good relationship with Marc Robinson and his p.a. Mary.
We are contacted annually for our review, at which time we are sent all the relevant information prior to our telephone appointment with Marc, when we are able to discuss how our investments are performing and any changes in our personal circumstances.
Marc and Mary were particularly helpful to us this year when my husband was considering taking a lump sum from his pension. They explained the options to us in great detail and dealt with everything very efficiently.
We find both Marc and Mary very easy to talk to and wouldn’t hesitate to recommend Blue Coast Wealth Management for financial advice.

Blue Coast Wealth Management Ltd -
gordon prince
5/5

Have been associated with both Marc and Mary for some years now, and have always had sound, professional advice from them, as a team, and with a fantastic personal touch. They always ask after family, health and we have a good natter over coffee when Marc and myself get together.

Blue Coast Wealth Management Ltd -
Sima Kothari
5/5

My husband and I have both been clients of Blue Coast Wealth Management Company for some years now. We have been very impressed with the service that we have had from both Marc and Mary. The advice is always well researched, professional and tailored to our particular needs. Marc ensures that we are kept up to date with all developments and is very organised about arranging a regular reviews with us. Marc is also readily available on the phone when either of us need to raise any queries with him which is extremely reassuring. very safe and trustworthy pair of hands.

Blue Coast Wealth Management Ltd -
Keith Pannell
5/5

Blue coast wealth management run by Marc and Mary, gives a very approachable and friendly service. Communication is always quick and efficient. Brilliant service representing my financial needs. Highly recommend to all

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