Company Information

Get to know Bluecoat Wealth Management Ltd

Founded in 2011 and incorporated as a Limited company in 2017, Bluecoat Wealth Management Ltd is a firm of independent financial advisers. They specialize in creating tailored financial plans to help clients achieve their financial goals. Their core mission is to provide clear, independent, and high-quality advice covering all aspects of wealth management, including investment strategies, retirement planning, inheritance tax, and financial protection. The company emphasizes building long-term relationships with clients based on trust and a comprehensive understanding of their individual circumstances.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Bluecoat Wealth Management Ltd

United Kingdom

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.