Bluecoat Wealth Management Ltd

09/05/2026

We are very happy to be able to support women’s rugby and enable wonderful local tournaments such as Worthing Rugby Club 10’s

21/03/2026

We are delighted to share that Robin Clarke and David Langley have both been recognised as Top Rated Advisers in the VouchedFor Top Rated Guide, featured in The Times.

The guide brings together advisers from across the UK who have received exceptional feedback from the clients they support.

Congratulations to Robin and David on this well-deserved recognition. Their commitment to helping clients make confident financial decisions is something we’re very proud of.

Thank you to all of our clients who have taken the time to share their experiences and leave reviews.

19/03/2026

We’re incredibly proud to share that Bluecoat Wealth Management has been named in CityWire New Model Adviser’s Top 100 planning firms in the UK for 2025.

In a profession built on trust, integrity, and long-term relationships, this is one of the most respected accolades a firm can receive.

It recognises businesses that are:
🔹 Raising standards
🔹 Putting clients first
🔹 Continuously improving how financial planning is delivered.

For a firm of our size, being recognised alongside some of the most established and influential practices in the country is a significant milestone, and one we don’t take lightly. Behind this recognition is a team that shows up every day, focused on doing the right thing for clients.

But awards only tell part of the story. Most importantly, this reflects the trust you place in us. That trust means far more than any trophy or headline ever could.

To our clients, professional partners, and supporters: thank you. We’re proud of what this represents, and even prouder of the individuals and families we’re privileged to support.

Here’s to continuing to raise standards, deliver clarity and confidence, and build on this momentum in the years ahead. 🥂

23/05/2024

I am very pleased to announce that I have been presented with the CII 2023 Young Achiever of the Year award. The team we are building at Bluecoat is growing from strength to strength, and without them, our advisers wouldn't be able to push themselves to achieve excellence and provide our clients with amazing service.

30/11/2023

The rise in mortgage rates since early 2022 has taken its toll on house prices, with data revealing a yearly decline of over 3%.

The rise in mortgage rates since early 2022 has taken its toll on house prices. Source: Nationwide, ONS. In 2023, an annual fall in house prices has become an almost standard news item around the turn of the month, when Nationwide and Halifax release their latest data. For example, Nationwide report...

24/11/2023

Research has confirmed what your pocket already knows: UK taxes are at historically high levels, estimated to rise to around 37% by the next election.

Research has confirmed what your pocket already knows: UK taxes are at historically high levels. Measuring how taxes have changed over time involves much more than simply looking at tax rates. Politicians are well aware of this, but they also know that it tends to be changes in rates that make the h...

20/10/2023

Bluecoat are proud to have sponsored two aspiring young athletes.

Bluecoat are proud to have sponsored two aspiring young athletes who left Christ’s Hospital school last Summer; Josh Ngoka and Nonso Chinye, enabling them to travel and stay in Romania for the World Junior Classic Powerlifting Championships. The comp etition took place in Cluj Napoca, Romania. The...

29/09/2023

There are many reasons to defer taking your state pension, but make sure your financial decisions are working out in your best interest. It’s wise to advice before staking your claim.

You do not have to take your state pension at state pension age. The current state pension age (SPA) – the earliest age at which you can draw your state pension – is 66. It will be gradually increased to 67 between April 2026 and April 2028. A further rise to 68 is due, probably between 2037 and...

22/09/2023

Capital gains tax thresholds are decreasing, to £3,000 in 2024. Take advice on your investments to ensure an efficient approach to taxable gains.

Capital gains tax raised £16.7 billion in 2021/22, according to HMRC – a 15% increase over the previous year. But what lies behind these statistics? Source: HMRC In early August media outlets reported that the government had raised a record amount of capital gains tax (CGT) last year. There was n...

15/09/2023

Will the government really abolish inheritance tax? And if so, who would it benefit. The figures supporting that decision may not make for popular politics

Is Downing Street really planning to abolish inheritance tax? Source: HMRC Shortly before the so-called ‘silly season’ (Parliament’s summer recess) got underway, several newspapers carried stories that Downing Street was considering the abolition of inheritance tax (IHT) to appeal to certain v...