A man at his kitchen table smiling at a message on his phone

An annual review is not a relationship.

Blincoe clients have two reviews a year, and a WhatsApp group with their planner for everything in between.

See if we'd be a good fit

Two minutes. No obligation.

The Blincoe service promise

What changes when you move to Blincoe

If you already have a planner, see if our approach would suit you better.

Typical of the industry With Blincoe
Formal reviews
Typical of the industryOnce a year, if it happens
With BlincoeTwice a year
Between reviews
Typical of the industryYou get in touch if you need to
With BlincoeYour planner checks in first
Reaching your planner
Typical of the industryA switchboard or a shared inbox
With BlincoeA WhatsApp group with your planner, during working hours
Reports
Typical of the industrySeveral weeks
With BlincoeA few days, once providers respond
Cashflow planning
Typical of the industrySometimes offered, sometimes at extra cost
With BlincoeIncluded on Core Plus and above
Fees
Typical of the industryA percentage of assets, so the bill grows as your wealth does
With BlincoeA fixed monthly fee from £200, whatever the portfolio size

With a fixed fee, the difference stays invested and compounds over time.

Moving from your current planner

Most of the move is paperwork with your existing providers, and Stephen, our administrator, handles it.

Before anything transfers, your planner will explain what's moving, when, and whether any exit charges apply.

What does it cost?

There are four plans, from £200 to £500 a month, depending on how complex your finances are. The fee is fixed and doesn't rise as your portfolio grows.

Is the introductory call free?

Yes, and there's no obligation. Nothing is payable until we've agreed a plan with you and you've decided to go ahead.

Are you independent?

Yes. Blincoe isn't tied to any provider, so recommendations come from across the market.

Does WhatsApp replace meetings?

It sits alongside them. Reviews are still held by video or in person, and the group covers the months in between.

Next step

See if we'd be a good fit

A few questions about where things stand now. If it looks like we can help, you can book a free introductory call at the end.

Start the questionnaire

Two minutes. No obligation.

WhatsApp support is available during business hours. Service inclusions may change.

The value of investments and any income from them can fall and you may get back less than you invested.