Case studies
We love helping our clients to enjoy their wealth, build up their wealth and plan their retirement.
Here are just a few stories from clients who we’ve helped over the years.
Danuta’s story
Danuta is 65 and has been retired for the last five years. She has four children and four grandsons, who she enjoys spending time with.
She says: “Blue Ocean has a fantastic support team and you know that you’re being looked after. I don’t have a great deal of money, but I feel like a millionaire!”
Lionel’s story
Lionel is 83 and the eldest of four. He has Alzheimer’s disease and now lives in a care home near his sister, Dawn, who is his Power of Attorney.
Dawn says: “Being a Power of Attorney is a major responsibility. Blue Ocean’s advice has given me confidence – I know that I’m doing the right thing by my brother.”
Chris & Angela’s story
Chris was previously an HR Director and Angela was a science teacher. They retired five years ago and are enjoying the opportunity to travel.
They say: “The best thing about Blue Ocean is that it’s a small team of fully qualified financial advisers who provide a really personal service.”
Liam and Emma’s story
Liam and Emma are in their late 20s/early 30s and married in May 2019. We’ve helped them with their mortgage, life insurance and pensions.
They say: “We feel comfortable knowing that if we have any questions they’ll give us good advice, not push products onto us; they are completely impartial.”
Testimonials
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
Kent
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
Surrey
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
Surrey
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
Kent
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
Kent
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
Kent
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
Kent
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
Kent
A client since 1999
I find them very easy to deal with. Extremely knowledgeable and with no pressure.
George Howell
Bexleyheath
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
Essex
A client since 2016
Very good, friendly advice from a good team.
Stephen Williams
Kent
A client since 2010
Knowledgeable, approachable and always happy to discuss my issues.
Michael Southall
London
A client since 2018
Professional and reactive to any questions regarding your investment.
Michael Gould
Kent
A client since 2011
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