Who we work with

People are at the heart of what we do. No matter your life stage, we create an environment that allows you to flourish and reach your full potential.

Saving for the future

We’ll help you plan for the years ahead and work towards financial wellbeing.

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Business owners

We’ll look at the bigger picture with fresh eyes and work with you to achieve your business and personal goals.

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Approaching retirement

We’ll help you navigate your upcoming retirement with renewed confidence.

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Enjoying retirement

We’ll review your finances to see how you can enjoy life to the full.

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The Bloom approach

Our mission is to help our clients achieve financial wellbeing. We will give you the knowledge and support to help you reach the next stage of your journey. We focus our time and energy on what matters most and what genuinely adds value for you. As your personal financial consultants, we will be there whenever you need us.

How our approach works

"The team’s friendliness and relatability make financial planning comfortable."

Alan

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"They gave me exactly what I needed: a financial plan and first-class service."

Hervé

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"Working with Bloom gave us clarity, simplified our finances, and made our future feel secure.”

Nic and Sally

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"It was refreshing to work with someone who truly listened and tailored their advice to our goals.”

Saloni and Pradeep

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“We were looking for someone with the right expertise, and James exceeded our expectations.”

Richard and Paola

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What do our clients say?

Hear our clients’ stories in their own words