Blue Wealth

Blue Wealth is an independent financial planning firm based in Bristol. The firm provides financial solutions to address important life questions and assist clients with their financial futures.
  • Tax mitigation planning
  • Financial modelling software
  • Wealth preservation strategies
  • Life centred financial planning
  • Tailor made financial solutions

Size
Small
Phone
N/A
Email
N/A
Locations
3 Westbury Mews, BS9 3QA
01173320230
9:00 - 17:00
Office 4, 4th Floor, Blenheim Reach, 861 Ecclesall Rd, S11 8TH
01142945353
8:00 - 18:00
Digital Popularity
Social Media
Competitors
Wellington Wealth
Wellington Wealth is a boutique firm of independent financial advisers based in Glasgow, dedicated to providing bespoke financial planning and advice to families, entrepreneurs, and individuals.
Company Details
Blue Wealth is operated by Blue Financial Group Limited and is a Active company incorporated on 13 April 2011 with the registered office located in Bristol, Bristol. Blue Financial Group Limited was registered 14 years ago.

Status
Active
Size
Micro
Directors
2
Age
14 years old
Employees
6
Turnover
Unreported
Total Assets
£247.96K
Cash in Bank
£139.64K
Total Liabilities
-£156.8K

Director • British • Lives in England • Born in May 1981
Director • British • Lives in England • Born in Oct 1977
Mrs Debra Jane Bowers
PSC • British • Lives in England • Born in Jun 1985
Mr Robert Paul Bowers
PSC • British • Lives in England • Born in May 1981
Mr Daniel Christopher Britton
PSC • British • Lives in England • Born in Oct 1977
Teams
All
4
Management
3
Administration
1
Managing Director & Financial Planner • Joined May 2010
Client Services Coordinator • Joined Jun 2021
Chartered Financial Planner • Joined Sep 2019
Paraplanner • Joined Oct 2024
Managing Director & Financial Planner • Joined May 2010
Chartered Financial Planner • Joined Sep 2019
Paraplanner • Joined Oct 2024
Client Services Coordinator • Joined Jun 2021