Your journey
We’re here to help navigate you on your journey through life. Over the years, we’ll help you to make sure that your finances are supporting, not hindering, the journey towards achieving your goals. Of course, we can’t guarantee that we can meet all your objectives and financial goals, but we’ll definitely help you work towards them.
Typically, your journey with us will start like this:
Here’s our first opportunity to really get to know you and understand your goals. We’ll gather lots of information through a ‘fact find’ to get a handle on your current situation. We’ll also introduce you to Blue Ocean and explain the best way to get the most value from our advice. Finally, we’ll explain how our fees work and agree the next steps. This initial meeting is entirely at our expense.
Using the information from our initial meeting and the fact find, we spend time gathering further information about your current financial plans, policies and any commitments. From this, we’ll provide you with our financial recommendations tailored to your needs and goals. This work may incur a charge but this will be explained and agreed with you in advance.
We’ll put in place the recommendations that we’ve agreed with you. We’ll help you to complete the relevant application(s) and any additional information required to set-up the products we’ve recommended. After processing these, you’ll receive a Suitability Report explaining why the recommendation is appropriate for you. This report also outlines any disadvantages or detracting features of the recommendations.
Our ongoing service is entirely optional but offers many benefits, such as regular reviews to ensure your plans remain on track. Life changes, so it’s important that your financial plan can adapt. This service means we can provide you with continuing support and servicing options so that your plan continues to focus on what’s important to you. We’ll also meet with you to view your investment portfolio and obtain real-time, online valuations.
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
Professional and reactive to any questions regarding your investment.
Michael Gould
Kent
A client since 2011
Knowledgeable, approachable and always happy to discuss my issues.
Michael Southall
London
A client since 2018
Very good, friendly advice from a good team.
Stephen Williams
Kent
A client since 2010
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
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
I find them very easy to deal with. Extremely knowledgeable and with no pressure.
George Howell
Bexleyheath
A client since 2016
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
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
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
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
I love Blue Ocean Hartley! So very helpful and fantastic staff.
Christine Bryant
Dartford, Kent
A client since 2009
I have received honest advice in a relaxed, friendly environment with my personal circumstances paramount.
Janice Hill
Kent
A client since 2009
Honest, well versed, ‘personal touch’ business out to make sure everyone has satisfaction.
John Townsend
Hearn Bay, 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
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
Bespoke service... friendly, helpful staff.
Jane Stevens
Dartford, Kent
A client since 2017
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
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
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