Blue Ocean Investment

About us

Blue Ocean Financial Planning is a team of experienced and qualified financial planners based in North Kent and London. We are committed to helping clients achieve their financial goals and enjoy their wealth now and in the future.

What We Do

Our extensive expertise covers a wide range of areas, including:

Savings & Investments

• Building and reviewing investment portfolios
• Retirement planning and optimization
• Tax-efficient savings strategies
• Pension transfers and consolidations

Mortgages

• Mortgage reviews and refinancing
• First-time homebuyer advice
• Equity release strategies
• Help securing the best possible mortgage rates

Equity Release

• Understanding your options to release equity from your home
• Assessing your financial situation and goals
• Finding the right equity release product for your needs

Pensions

• Guiding you through the complex world of pensions
• Maximizing your state pension
• Advice on private pension schemes
• Retirement planning and income generation strategies

Life & Health Insurance

• Reviewing your existing coverage
• Identifying potential gaps in your protection
• Recommending suitable policies to meet your needs

Estate Planning Including Trusts

• Creating a will and power of attorney
• Establishing trusts to protect your assets
• Planning for the future with comprehensive estate documentation

Our Approach

We believe in personalized and collaborative financial planning. We take the time to understand your individual needs, goals, and aspirations. We work with you to develop a tailored plan that aligns with your unique financial situation and aspirations.

What Sets Us Apart

• Transparency & clarity: We explain complex financial concepts in clear and concise language.
• Accessible & supportive: We are committed to providing personalized attention and guidance.
• Client-focused: We prioritize your needs and goals every step of the way.
• Local expertise: Our team has deep knowledge of the financial landscape in North Kent and London.

Get Started Today

With Blue Ocean Financial Planning, you can take control of your financial future. Contact us today for a complimentary consultation and discover how we can help you achieve lasting financial success.