The complete financial solution designed to meet real needs
At Bluefin we are experts in providing individuals with personal financial planning and insurance advice. We don’t simply concentrate on particular elements, we take into account every aspect of your current situation. This is because there is a relationship between each area of your financial arrangements, which influences any advice we give or solution we propose.
You may be thinking of investing for the future, looking for a mortgage or re-mortgage, planning your retirement, need effective tax–planning – or wish to insure your home, car and treasured possessions. We’ll introduce you to experienced advisers and insurance brokers who can provide the most suitable solutions.
We’ll make sure our advice fits in with your long-term objectives. And we’ll strive to establish a lasting relationship to ensure that this is always the case.
Financial advice
At Bluefin, we don’t simply sell financial products, we provide individuals with personally tailored comprehensive financial planning advice... more
Key people
Insurance
Most of us never expect to make a claim but we recognise the importance of insuring our homes and valued possessions against the risks of damage and theft, we appreciate the security of knowing we’ll be protected financially in the event of a loss... more
Key people
Ian Smith
Operations Manager,
Private Clients Insurance
Telephone enquiries: 0800 1956 888