We build financial masterplans that enable clients to feel financially secure and to live the lives they want to live.
"Start with WHY" - Simon Sinek
We’re passionate about Financial Planning.
It’s a pleasure and privilege meeting new and existing clients, gaining their trust, and ultimately, helping them make the best of their financial capital to do more of what’s important to them. That is real Financial Planning in a nutshell.
We believe that the world of financial services has been letting people down, with high fees, outdated technology, and lengthy reports that no one wants to read.
And so, Blincoe was born, an independent Financial Planning firm that aims to ‘do things a bit differently’. We believe in fixed advice fees, a low-cost evidence-based investment approach, and harnessing the best available technology to deliver an exceptional and fully transparent service to our clients.
Please see our manifesto, which details what we stand for, our approach to financial advice, and why we think we’re a bit different to the status quo.
We strive to keep things simple. Please see our Services for more details.
The Financial Conduct Authority does not regulate tax planning.
To find out more or to arrange a meeting, please call/WhatsApp 07746 250670 or email hello@blincoe.uk. Alternatively, you can:
Blincoe Financial Planning Limited is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales, No. 14569306. Registered office: Star Lodge, Montpellier Drive, Cheltenham GL50 1TY. Blincoe Financial Planning Ltd is entered on the Financial Services Register under reference 1000321. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
