1. Wealth
administration
&
taxation
planning
Specialist
investment
services
Lifestyle
financial
planning
Innova&on
Trust
&
Tradi&on
Bluecoat Wealth Management. Plan for a better tomorrow.

2. THE
TRADITIONAL
ADVICE
MODEL
IS
BROKEN
Remuneration
drives
behaviour
Revolving
door
on
talent
‘Advisers’
at
banks
and
many
large
financial
The
traditional
model
does
not
reward
‘Advisers’
institutions
are
paid
for
‘sales’.
Incentives
cause
a
for
building
long-­‐term
relationships.
This
often
conflict
and
can
lead
to
poor
outcomes.
leads
to
a
revolving
door
on
talent.
Bluecoat Wealth Management. Plan for a better tomorrow.

3. With
a
background
in
banking,
we
decided
there
must
be
a
better
way.

4. • Un-­‐conflicted
advice
• Transparent
charges
• Proprietary
WiseWealth™
process
• Focus
on
long-­‐term
relationships
Innovation.
Trust.
Tradition

5. OUR
EXPERT
TEAM
APPROACH
» Specialist
Tax
» Specialist
Legal
Lifestyle
Tax
Planning
&
Adviser
Adviser
Planning
Accountancy
Financial
Wealth
Coaching
THE
CLIENT
Management
Private
Specialist
Legal
Banking
Advice
» Specialist
» Specialist
Financial
Adviser
Investment
Adviser

6. DISCOVERY
MEETING
&
GIFT
BOOK™
We
will
meet
to
discuss
the
client’s
ideas
2 captured
in
the
Gift
Book™,
including
their
personal
and
financial
goals.
This
information
will
form
the
foundation
of
their
plan.
1
INITIAL
DISCUSSIONS
Following
on
from
our
initial
discussions
the
client
will
be
asked
ANALYSIS
OF
AFFAIRS
&
ASPIRATIONS
to
provide
relevant
financial
3 Next
we
will
evaluate
the
client’s
current
information
and
given
the
Gift
financial
status
and
explore
the
possibilities.
Book™
to
complete.
We
use
Lifetime
Cashflow
analysis
and
mind
mapping
to
help
the
client
to
make
decisions
about
their
future.
5
MONITOR
AND
REVIEW
IMPLEMENTATION
We
will
meet
with
the
client
at
4 Once
we
have
presented
our
agreed
time
intervals
to
monitor
recommendations
and
the
client
has
their
progress
and
adjust
their
plan,
agreed
the
action
they
would
like
to
take,
taking
into
account
any
change
in
we
put
the
plan
into
place
liaising
with
their
needs
or
circumstances
product
providers
on
their
behalf.
WiseWealth™
PROCESS

7. MONITOR
5
4
CONTACT
PLAN
Quarterly
meetings
SECOND
MEETING:
3
Knowledge
share,
using
case
studies
FIRST
MEETING:
2
Introductory
presentation
PRE-­‐MEETING
“PROFILE”:
1
Fact
find
for
fit
ENGAGEMENT
PROCESS

9. T.
0208
868
8886
W.
kuberawealth.co.uk
E.
info@kuberawealth.co.uk
39
High
Street,
Pinner,
Middlesex
HA5
5PJ
Bluecoat Wealth Management. Plan for a better tomorrow.