Blue Ocean Financial Planning
About the Business
Welcome to Blue Ocean Financial Planning, a premier establishment offering top-notch financial planning services to clients in the United Kingdom. Located in Hartley, Longfield DA3 8DS, our finance institution is designed with the needs of our clients in mind, and we are committed to providing the highest level of service to meet their unique needs.
At Blue Ocean Financial Planning, we understand the complexities of financial planning and the importance of making informed decisions that will significantly impact your financial future. That is why we have assembled a team of highly skilled and experienced financial planners who are passionate about helping clients navigate the financial landscape and achieve their goals.
As a local government office, our institution understands the specific laws and regulations affecting our clients and uses that knowledge to tailor our services to meet their unique needs. We offer comprehensive financial planning services that cover areas such as retirement planning, investment management, tax planning, estate planning, and insurance. Our planners work in tandem with our clients to develop a customized financial plan that suits their individual needs and goals.
Our office is conveniently located at 9 Cherry Trees, Hartley, Longfield DA3 8DS, providing our clients with easy accessibility. Whether you are a business owner, individual, or family, we are here to help you achieve financial peace of mind and security.
In summary, Blue Ocean Financial Planning is a premier financial planning institution dedicated to providing the highest level of financial planning services to clients in the United Kingdom. With our skilled and experienced team of planners, we are committed to helping our clients navigate the financial landscape, make informed decisions, and achieve their financial goals. Visit us today at our local government office, which doubles up as a point of interest, and let us help you create a comprehensive financial plan for your financial future.
Photos
Location & Phone number
9 Cherry Trees, Hartley, Longfield DA3 8DS, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Blue Ocean has been looking after my pension, and investments for the last 8 years, which have done very well. Recently they also completed a very difficult and complicated mortgage switch, which again has worked out advantageously, against all odds. The team at Blue Ocean have always been extremely supportive, very informative and have always gone out of their way to find the best and most ethical solutions. I can’t recommend them enough."
"I used blue Ocean on the recommendation of a friend and I am not disappointed. I was looking for a mortgage which could’ve been tricky given I’m over 60. It was no problem for Laura. She searched and worked so hard to secure me a suitable mortgage. I am really pleased with their financial services and would definitely recommend."
"We recently had help and advise from Blue Ocean with regards to remortgaging and also choosing a new and better Life Insurance that suited us better. They made something that I find pretty stressful, very straight forward! Laura was wonderful, so helpful and informative and so easy to talk to. Would definitely recommend their services."
"Blue Ocean have provided good financial advice for me over a number of years but when it came to retirement some big decisions had to be made. John and Annabel were extremely helpful in setting out all the options and providing balanced and friendly advice to help me make those important decisions. They did all the hard work and Annabel smoothed the way to get everything in place in good time. They continue to help and keep things under review in case we need to make changes. I would strongly recommend Blue Ocean for balanced financial advice"
"Having been recommended by a friend after a previous bad experience with financial advice, I have only positive things to say about John/Annabel and the team. They gave me the confidence to trust them and are always happy to talk through ( several times if necessary !) any queries or worries. They take the time to make sure clients are comfortable with their decisions and I am very glad I went to them."
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