"The team at Blue Financial Services were very
helpful and knowledgeable. They helped us sort our pensions, and put some much needed protection in place"
"What we like about Blue Financial Services is you are never told 'what' to do. You are given the facts, options so you can make an informed choice with support and guidance. This makes us have confidence that we are making the right decisions regarding our short, medium and long-term finances. Highly recommended."
"We found Rob through a web site while searching for a financial adviser in our area. His advice was uncomplicated and tailored to our needs. After three years plus of his services, we are more than happy with the returns on our investments and the advice ability to contact him at any time."
hello, we are blue financial services
We like to provide a friendly approach to financial planning. We firmly believe that our relationship should be a two way street built on trust. We are not here to sit behind a desk and sell you products. We are here to guide you through all things financial, as and when they occur. Whether that is planning for retirement, helping you to implement the most tax efficient investment strategy, or being a sounding board for business ideas and strategies, we will help with a clear head and a truly independent viewpoint.
The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at
or you can ring the consumer help line on either
Blue Financial Services Ltd is an appointed representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority. The guidance and / or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK. Blue Financial Services is entered on the FCA
under reference 525994. Registered in England & Wales, company number 7603456. Registered office 34 High Street, Westbury on Trym, Bristol, BS9 3DZ
