Bluefinch Wealth - Secure your financial future

Our Story

Founded 2016 by Matthew Parkin, BlueFinch Wealth was created to be a transparent and accountable financial partner, helping clients achieve their goals and aspirations.

Our commitment to transparency means offering a clear analysis of your financial circumstances, comprehensive planning and investment choices, thorough risk assessments, and transparent fee structures across our services.

By understanding your aspirations, we will help craft a tailored financial plan aimed at achieving your life's goals.

Our innovative approach has earned us award-winning industry recognition.

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Matthew's career in financial services commenced in 2004 following the completion of his Law degree and the Legal Practice Course.

Initially a financial advisor, he soon transitioned into Investment Management due to a keen interest in financial markets.

Matthew gained experience at several prominent financial institutions, providing financial advice and constructing bespoke investment portfolios for high-net-worth clients.

In 2014, he joined Smith & Williamson to contribute to the development of their London Advisory Investment division. Leveraging this experience, he subsequently founded his own firm.

Matthew's unique background encompasses both financial advice and investment management, setting him apart from many industry peers.

Matthew was a finalist for the Personal Finance Society's 2020 Investment Specialist of the Year Award, where he successfully navigated a turbulent year in the financial markets,

Perform

A strong track record of achievement

We have consistently exceeded industry benchmarks, delivering strong results.
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5 Stars

Vouchedfor Top-Rated Adviser

Read first-hand accounts of our clients financial success hosted on independent review platform Vouchedfor.

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Value

Our fees are lower than the industry average

Our focus on high-net-worth individuals allows us to offer a premium service at competitive rates through economies of scale.
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Please note that past performance is not a guide to future returns. Capital may be at risk as the value of investments can go down as well as up and is not guaranteed; therefore investors may not get back the amount originally invested.

Our approach

01.

Meet & Greet

Initial consultation

A complimentary consultation to discuss your financial goals.

02.

Deep Dive

Financial analysis

We will assess your financial health and and identify areas for improvement.

03.

Map the Plan

Strategy planning

We will design a plan that helps you achieve your short and long-term goals.

04.

Take Action

Implementation

We will execute your plan to match your risk tolerance.

05.

Watch & Adapt

Ongoing monitoring

We will adapt to your changing needs and market conditions.

06.

Regular Check-ins

Periodic reviews

We will review your goals and evaluate our performance.

Discover how we can help you build and protect your wealth

Risk management

Investment portfolio management

Pensions and retirement planning

Estate planning

Featured

Tax Planning & Compliance

The Impact of Recent Tax Reforms: A Closer Look

Stay updated on how the latest tax reforms can affect your financial planning and what steps to take.

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Featured

Investment Strategies

How Diversification Can Boost Your Investment Portfolio

Learn why putting all your financial eggs in one basket is risky. Discover the power of diversification.

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TESTIMONIAL

“Matthew's advice and guidance has been incredible, I feel confident that my money is in the best possible place. His reading of the markets, his informative emails, and his availability to chat all things finance has been a huge help. My portfolio under Matthew's guidance has performed much better than expected.”