Blue Ocean team update

| Category: News

Our team at Blue Ocean have been hard at work and studying for various qualifications and we would like to update our clients with our achievements.

Annabel Sumner

We are so pleased to announce that Annabel has now passed her Level 6 Advanced Diploma in Financial Advice which means she is now achieved Chartered Status.

This qualification is considered the gold standard in financial planning and is the highest mark of trust, capability and professionalism in the industry. To gain this qualification Annabel has undergone years of intensive study into pensions, long term care and later life planning, managing investments and trust, and tax compliance. Then applying her knowledge together with the skills of financial planning in order to be able to advise clients across a wide range of issues.

By choosing a Chartered Financial Planner, you have access to;

  • A high level of technical expertiseAchieving Chartered status demonstrates to you that your financial planner has achieved a high level of technical competence. This is likely to be through professional qualifications and accreditations, and a commitment to continued professional development.
  • High ethical standards – Chartered status acts as a mark of trust.

So, in short dealing with Blue Ocean Financial Planning, you can be sure that this firm will be the benchmark of professional excellence and integrity.

Karen Gorbutt

In keeping with Blue Oceans philosophy have ongoing excellence in academic qualification, we are pleased to advise that our Administrator, Karen Gorbutt, has passed the first stage of her Level 4 Paraplanning qualification. This will enable Karen to fully support the financial planners, as they will not only be able to administer the adviser’s recommendations but will understand the recommendations that have been made.

Laura Fidge

We are pleased to announce that our Administrator Laura Fidge has passed her Certificate in Mortgage Advice and Practice (CeMAP). She has been working hard over the last couple of years and is now qualified to provide mortgage advice to our clients.

Achieving this qualification is a valuable addition to our services as many of our clients will benefit from a fully independent mortgage advice service which will ensure you are on the lowest interest rates and have the best possible solutions to repay your loans within the timeframe that suits your overall financial planning objectives.

John Doyle – Owner/Managing Director

John is also well on the way to becoming a Chartered Financial Planner and has recently passed the first two stages of his assignments in advanced retirement planning and is awaiting the results of his recently sat exam in pension transfers.

John currently is a Level 4 Financial Planner with over 25 years’ experience. He also has a qualification to advise clients on equity release which are becoming more popular as a way of releasing capital and mitigating Inheritance Tax.


We believe the teams progress and achieving the above-mentioned qualifications will give our clients the confidence to know that they are dealing with the firm that takes managing their money very seriously. We will be constantly studying and striving to achieve ever-higher standards in order that we become the best that we can possibly be to provide exceptional value to our clients.


Working with Blue Ocean has enabled myself and my wife to invest our pension savings with the confidence that they are being managed by a professional team of qualified financial advisers. They have been very supportive and responsive when we've requested a detailed analysis of our investment performance and the outcome has been positive in terms of the expected returns. I have recommended family and friends to Blue Ocean and they have been equally very satisfied with the service.

Glen Ridout


A client since 2011

We would have no problem whatsoever in recommending the services of Blue Ocean for sound financial appreciation and advice, all handled in a friendly, convivial and concerned manner. Blue Ocean are always looking at how they can go that extra mile for their clients. This is a rare positive commodity in any business environment in today's world. The financial advice is always considered and simply explained in terms of what if and if you invested here etc. There is no pressure put on me to invest in high-risk return possibilities and at all stages the advice given is tailored to the perceived situation of their clients.

Barry William Ednie

Tonbridge, Kent

A client since 2013

Over the past 18 years, I have received very reassuring advice on my investments and always been treated in a friendly but professional manner.

Jacqueline Prosser


A client since 2001

I have known John for over 20 years and have always been satisfied with his integrity, knowledge and reliability. I recommend him to business and family contacts without reserve.

Paul Richardson


A client since 2002

Bespoke service... friendly, helpful staff.

Jane Stevens

Dartford, Kent

A client since 2017

Blue Ocean resolved a difficult situation in a very satisfactory way. The whole staff are extremely friendly and helpful and it was very cost-effective.

Richard Mersh


A client since 2017

Since we have used John and the team over the years our investments have gone from strength to strength. We’re very happy with the work they have done for us. I am now in a position to retire with no money worries.

Keith Yeates


A client since 2008

Honest, well versed, ‘personal touch’ business out to make sure everyone has satisfaction.

John Townsend

Hearn Bay, Kent

A client since 2017

I have received honest advice in a relaxed, friendly environment with my personal circumstances paramount.

Janice Hill


A client since 2009

I love Blue Ocean Hartley! So very helpful and fantastic staff.

Christine Bryant

Dartford, Kent

A client since 2009

Blue Ocean has always given me the help and advice that I feel protects my family’s investments. Not only have we used Blue Ocean for more than 20 years, but the team have always made us feel welcome. Always at the end of the phone for any advice we may need. Many thanks!

Russell Paul David

Rochester, Kent

A client since 2001

I have been advised by Blue Ocean for the past 21 years, and have always found their service sound, helpful and supportive.

Louise Bober


A client since 1999

Having the benefits of sound financial advice from Blue Ocean for over 20 years, I would recommend them without hesitation.

Andrew Martin

Medway, Kent

A client since 1999

We have used John Doyle and Blue Ocean for over 20 years as our financial adviser for everything from mortgages, pensions, income protection, trusts and investments. His advice has always been realistic, reliable and no-nonsense. He has always understood our requirements and has advised accordingly.

Michaela Franklin


A client since 1999

I find them very easy to deal with. Extremely knowledgeable and with no pressure.

George Howell


A client since 2016

I moved my investments to Blue Ocean in 2014. The advice I have received has been more professional and my investments have performed better. The staff are polite and always quick to respond to queries.

Lee Menzies

East Sussex

A client since 2014

Having been a client of Blue Ocean for the past 3-4 years, I can honestly say there is nobody I trust more with regards to my financial future than John and the team. Too good to be true? Not with Blue Ocean!

Liam Ryan


A client since 2016

Very good, friendly advice from a good team.

Stephen Williams


A client since 2010

Knowledgeable, approachable and always happy to discuss my issues.

Michael Southall


A client since 2018

Professional and reactive to any questions regarding your investment.

Michael Gould


A client since 2011