Our adviser provides independent financial advice to business owners, companies and individuals, to help plan for their financial futures. This is delivered by our experienced adviser within Blue Ocean Independent Financial Planning Ltd which is an appointed representative of Corbel Partners Limited. Corbel Partners Limited offers support in compliance, paraplanning, administration and finance.
We generally deal with clients in London, Greater London South Essex, Buckinghamshire and all the home counties, but happy to discuss with any UK resident.
Our adviser undertakes regular and ongoing ‘continuous professional development’ to maintain and improve his knowledge and skills across all financial planning areas. Our adviser has also gained higher level qualifications and holds individual Chartered status.
As a client, you can expect quality advice which spans a wide range of different areas. By taking the time to get to know you, your goals and any concerns, we’ll then work together and provide you with the services you require. Our individual planning services include care fees, equity release, mortgages, savings, investments, wills and trusts.
While our business planning takes into consideration every aspect of your company’s finances, such as benefit schemes, protection and workplace pensions.
The Financial Conduct Authority does not regulate wills and trusts.
We’ll find the best deal for you, whether you’re remortgaging, considering a buy-to-let investment, or simply moving home.
Don’t sit and worry about how you’re going to fund potential later-life care. We’ll get your plans in order.
Take the first steps to unlock the value of your property and turn it into a lump sum.
You can take control of your future by having the right protection and insurance for your family.
It’s never too early or too late to start thinking ahead about life after work, and it all starts with a plan.
Experience the comfort of knowing that your child’s education is being well looked after.
With the right financial advice, you can make your money work towards achieving your goals.
Helping you to understand the complexities surrounding tax and make the most of the opportunities available.
Protect your assets and distribute your estate in a way that ensures everyone is provided for.
Guarantee the financial stability of your business and successfully navigate risks when they arise.
Ensure your benefits packages are competitive and provide value to your business while satisfying employees.
Safeguarding your business has never been more important, but do you have the right protection in place?
If you’re looking for expert advice on the best schemes and funds for your employees, we can help.
There’s no time quite like the present to start making smart decisions about your financial future.
By starting early, you’ll stay in control of your financial future and know where life is taking you.
Feel confident about your future as you make the big decision to step away from the working world.
If you’re looking for expert advice on the best schemes and funds for your employees, we can help.
It’s never too early or too late to start thinking ahead about life after work, and it all starts with a plan.
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