At Blue Wealth Capital, we believe passionately that high quality financial planning is about so much more than just money.
Not just products
For us, authentic financial planning is not just about financial products. We firmly believe that the primary focus of financial planning should be on what matters most: life. Because we have over fifty years combined experience in the fields of financial services and law (corporate and private client), we believe we have a unique skillset to help you plan at every stage of life, be it the birth of a child or grandchild, a marriage, a serious illness, the loss of a job (or a big promotion), or the death of a loved one and all that this may bring.
Even if you consider yourself to be wealthy or on the journey to becoming wealthy you may still worry about money. It can cause angst, stress and emotional strain which then spill over into many other areas of life: your home life, your wider family, your relationships, your career and even your health. The stress that money brings is so often caused by the unknown – not knowing where to begin, or even if you are doing things right once you’ve started.
No matter what stage you are at in life, our high quality financial planning will include comprehensive estate planning and well thought out tax planning, including bespoke trusts and wills, and lasting powers of attorney. Having all of these elements in place will ensure that you have a plan to discover what your goals are, to build wealth to achieve those goals, and to give you purpose, an increased sense of wellbeing, happiness and reassurance.
An extra dimension
Like any good business, we are constantly evolving and developing to serve you better. We are therefore very excited to announce that our operations director, Fiona Shah, is the first person in South Yorkshire (and the first non-financial planner in the UK) to have been awarded the prestigious Certificate in Relational Financial Planning (CRFP). We believe that this accreditation adds an extra dimension to the high quality planning we currently provide and will enable us to work with you on a much deeper level than before. The CRFP is a qualification that enables us to help you see beyond assumptions and preconceptions that may have previously held you back. This results in financial plans that are inspirational and meaningful and don’t just ‘tick the boxes’. Having a plan of this nature will help you achieve the best possible outcomes.
Experience it
Just like a fantastic meal or an amazing film or play, the best way to understand how we really differ (and may be what you are looking for) is to experience it.
We will leave you with one of our favourite quotes: “If you don’t make the time to work on creating the life you want, you’re eventually going to be forced to spend a lot of time dealing with a life you don’t want”, by Kevin Ngo.
Please contact us for a no obligation chat.
Raj Shah is founder of Blue Wealth Capital and has been shortlisted for Financial Planner of the Year and Investment Adviser of the Year. Raj can be reached at: raj@bluewealthcapital.com
Fiona Shah is operations director at Blue Wealth Capital. Fiona can be reached at: office@bluewealthcapital.com
www.bluewealthcapital.com
