The value of financial advice

Value isn’t just about price

We work hard to keep our fees competitive because we want good financial planning to be accessible to everyone. For proof, please see details of our ‘family & friends’ discount.

But good value isn’t just about price; it’s about these things too:

Peace of mind

Our clients tell us that one of the things they value about us is knowing that their money is in safe hands. They appreciate our knowledge of financial products and our understanding of how their finances can help them to achieve their life goals. They enjoy the security of having a ‘go-to’ expert to answer their questions and explain what they need to know in plain English.

Giving you back your time

You can spend a lot of time worrying about your finances and whether you’ll have enough money to do what you want in life. We think that life is too short to spend it worrying! We also think it’s too short to spend time learning about the complexities of financial planning! So, unless you’re really excited about the finer points of investing and asset allocation, you can leave it to us.

Living better and healthier, for longer

There are many studies which show that the state of your health is related to your wealth. If you’re not stressed about money and the future, you’re more likely to live a healthy and happy life; it’s a virtuous cycle. We strongly believe that by removing the worry of managing your finances, you will lead a better, healthier and longer life.

Testimonials

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

Blue Ocean Financial Planning
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