Tomorrow’s Wealth, Today’s Choices.
Welcome to BlueSphere, where our dedication to both individual prosperity and planetary well-being guides our mission.
At the heart of our philosophy lies a firm commitment to the financial success of each client as our foremost priority, while still aiming to contribute to a more sustainable world.
Leading Sustainable Financial Advice
Investing With Confidence
Embarking on your financial journey with us, you’re joining a trusted partner in one of the UK’s leading financial advice firms, where we’ve been dedicated to our clients’ success for over 28 years.
As a family-run business, we understand the importance of trust and a personal touch in financial management.
We’re here to guide you through the financial planning and investment landscape, offering a variety of choices that range from integrating sustainable elements to entirely sustainable portfolios, each customised to align with what feels right for you.
At the core of our service is a deep understanding of the emotional aspects of financial planning. We know that trust isn’t just about expertise; it’s about feeling heard, understood, and valued.
Guiding You Through Life’s Crucial Financial Questions
With 28 years of experience in advising clients, we understand the significance of these pivotal questions:
- Do we have sufficient financial resources?
- When is the right time for us to retire?
- How can we ensure our financial stability in our later years?
Our role is to assist you in finding clear answers to these essential questions. We will build a plan that not only secures your immediate comfort but also strategically builds your future.
Getting Started
There is no cost or obligation to get started.
Initial Conversation
An initial chat to see if we are a good fit and how we could help.
Discovery Meeting
Finding out about your financial and lifestyle goals, and your current financial situation.
Analysis
Our analysis as to how we can provide value to you.
Regulated Financial Advice
At BlueSphere, we recognise that navigating the complex world of personal finance can be daunting for many. That’s why we’ve set up Money Mentor and made it our mission to provide guidance and support to people irrespective of their financial status.
Our aim is to empower everyone with the knowledge and tools needed to make informed decisions about their finances. We believe that education is the key to financial success, and we are committed to helping you build a strong financial foundation.
We strive to make financial literacy accessible to all, fostering a better understanding of money management and ultimately contributing to a more financially secure future for our clients.
Each month we’ll aim to bring a bit of humanity and common sense back into the world of finance.
