Our Company.

Blueprint Financial Solutions Limited is a long-standing and trusted financial solutions provider, delivering personalised and comprehensive services to achieve advantageous outcomes for both private and corporate clients.

We have been operating since 2004 and boast a team of 23 experienced and dedicated professionals who are passionate about their work. All of our team are highly qualified and are able to discuss with our clients their dreams, fears and goals. Some may specialise in different areas to ensure clients receive the highest standards of support and advice.

Supported by our administration team, primarily based in Gloucestershire, we have local financial advisers who support clients through the whole of the south of the UK, from Cornwall to Kent, Hereford to Portsmouth and South Wales and beyond.. Our advisers offer face-to-face services and utilise technology to provide remote services for the convenience of our clients.

Some of our most enlisted services include:

• Mortgage Advice
• Retirement Planning and at-Retirement Advice
• Protection Portfolio Advice
• Saving & Investment Strategies and Advice
• Corporate financial services

However, we focus on what clients want to achieve and then consider our comprehensive tools and resources to help them reach their goals. This is different from traditional service-first methods where advisers will place the emphasis on the service provided, rather than their client’s real needs.

Our team always adhere to the principles of Treating Customers Fairly, as set out by the Financial Conduct Authority (FCA). This includes adhering to the core principles of the FCA’s new Consumer Duty to increase standards and customer experiences by ensuring:

1. Customers receive information that is easy to understand
2. Customers are only offered products and services that meet their needs and offer real value
3. Customers are always supported in a timely manner

We believe our company ethos in focusing on the individual is what has won us recognition within the industry. Our team’s hard work has been recognised through a series of recent nominations and awards, namely:

• Women’s Recognition Awards 2023 Finalist 
• Top 100 Financial Advisers - Quilter Member 2022
• Women’s Recognition Financial Adviser of the Year 2023 

Blueprint Financial Solutions Limited recognises the need for continual improvement and development at all levels of the company. The financial services world is fast-paced and subject to change, so to provide the highest quality service we must keep our fingers on the pulse and always look to improve. This is why every team member at Blueprint Financial Solutions has their own personal development plan and a supportive network to help them progress their standards and careers.

Another aspect of our development is to encourage reviews and feedback from clients. You can read our testimonials to see what other clients thought about our services. For more information on who we are and how we can help you, don’t hesitate to contact our office at your earliest convenience.