Bluecoat Wealth Management. Plan for a better tomorrow.

Lifestyle  financial  planning  

Wealth  administration  &  taxation  planning  

Specialist  investment  services  

Innova&on  Trust  &  Tradi&on  

Bluecoat Wealth Management. Plan for a better tomorrow.

THE  TRADITIONAL  ADVICE  MODEL  IS  BROKEN  

Remuneration  drives  behaviour  ‘Advisers’  at  banks  and  many  large  financial  institutions  are  paid  for  ‘sales’.  Incentives  cause  a  conflict  and  can  lead  to  poor  outcomes.    

Revolving  door  on  talent  The  traditional  model  does    not  reward  ‘Advisers’  for  building  long-­‐term  relationships.  This  often  leads  to  a  revolving  door  on  talent.    

With  a  background  in  banking,  we  decided  there  must  be  a  better  way.    

•  Un-­‐conflicted  advice  •  Transparent  charges    •  Proprietary  WiseWealth™  process  •  Focus  on  long-­‐term  relationships      

Innovation.  Trust.  Tradition  

» Specialist  Investment  Adviser  

» Specialist    Financial  Adviser  

Tax  Planning  &  Accountancy    

Wealth  Management  

Specialist  Legal  Advice  

Private    Banking  

Financial  Coaching  

Lifestyle  Planning  

THE  CLIENT  

» Specialist  Legal  Adviser  

» Specialist  Tax  Adviser  

OUR  EXPERT  TEAM  APPROACH  

DISCOVERY  MEETING  &  GIFT  BOOK™  We  will  meet  to  discuss  the  client’s  ideas  captured  in  the  Gift  Book™,  including  their  personal  and  financial  goals.  This  information  will  form  the  foundation  of  their  plan.    

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INITIAL  DISCUSSIONS  Following  on  from  our  initial  discussions  the  client  will  be  asked  to  provide  relevant  financial  information  and  given  the  Gift  Book™  to  complete.    

1  

ANALYSIS  OF  AFFAIRS  &  ASPIRATIONS  Next  we  will  evaluate  the  client’s  current  financial  status  and  explore  the  possibilities.  We  use  Lifetime  Cashflow  analysis  and  mind  mapping  to  help  the  client  to  make  decisions  about  their  future.    

IMPLEMENTATION  Once  we  have  presented  our  recommendations  and  the  client  has  agreed  the  action  they  would  like  to  take,  we  put  the  plan  into  place  liaising  with  product  providers  on  their  behalf.    

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4MONITOR  AND  REVIEW  We  will  meet  with  the  client  at  agreed  time  intervals  to  monitor  their  progress  and  adjust  their  plan,  taking  into  account  any  change  in  their  needs  or  circumstances    

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WiseWealth™  PROCESS  

ENGAGEMENT  PROCESS  

PRE-­‐MEETING  “PROFILE”:  Fact  find  for  fit    1  

FIRST  MEETING:  Introductory  presentation  

2  

SECOND  MEETING:    Knowledge  share,  using  case  studies  

3  

CONTACT  PLAN  Quarterly  meetings  4  

5  MONITOR  

Bluecoat Wealth Management. Plan for a better tomorrow.

T.        0208  868  8886    W.    kuberawealth.co.uk  E.      info@kuberawealth.co.uk  

39  High  Street,  Pinner,  Middlesex  HA5  5PJ