Your future, understood
At Bluefin Personal Consulting we are architects of financial freedom.
We always begin by drawing up a blueprint for the financial security of our clients. That blueprint covers every aspect of your life. No matter what stage you are at, we plan around your existing needs and provide room for development as your life and ambitions change and come to maturity.
Our fundamental objective is to give you long-standing guidance that supports you with the right financial plan, ensuring you have the freedom and flexibility to enjoy the lifestyle you have always dreamed of.
The questions we can help you answer
Creating your blueprint
It's a six stage financial
plan that builds around
aims and ambitions.
1. Beginning our relationship
We are committed to clear, transparent financial planning. We will start our relationship with you by explaining our services and responsibilities, how decisions will be made and the charges for our services.
2. What do you really want from life?
Taking the time to understand your life and financial goals is vital in getting the best possible result for your money and life. Learning about you gives us the information we need to offer the very best bespoke advice for your needs.
3. How much wealth do you already have?
Using the in-depth information gathered during our Discovery Meeting, we will carry out a comprehensive assessment of your existing assets, expenditure and commitments. As part of the assessment we will evaluate your attitude to risk and your capacity to absorb loss, in order to help accurately predict your financial future.
4. How do you grow your wealth?
Once your current situation and goals have been established, and your Lifetime Cashflow Plan has been created, your Bluefin Financial Planner will present you with recommendations for a comprehensive long-term financial strategy.
5. How do you unlock financial freedom?
Once you are fully informed and happy with your plan, your Financial Planner will put your decisions into practice – including the creation of an investment portfolio designed to achieve your life’s goals.
6. How do you protect your wealth?
Your Bluefin Financial Planner will arrange regular meetings with you to discuss and review your plan against your ultimate goals and evolving circumstances.