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About Us

Bluegrove Wealth

Here at Bluegrove, we help people with their financial decisions.

Most of the clients we serve are aged 45 or older and are in need of advice on investments, pensions or estate planning but, once engaged, we often serve more comprehensively in areas such as completion of personal tax returns and deciding when and how to engage specialist accounting or legal advisers.

We can help you understand your situation, organise your financial affairs and choose savings, pensions and investments generally.  We also provide you with ongoing services by regularly monitoring the performance of what we have recommended and suggest changes if necessary.

A key component of our service is to guide you on building wealth as quickly as possible and passing on inheritances by avoiding unnecessary taxes.

Financial Planning

Accessing a broad range of skills to arrive at a plan which fits your need.

Tax Guidance

Personal tax advice and tax filing.

Financial Advice

Choosing suitable products and product providers.

Investment Advice

Whole of market choice of funds and investment managers.

Estate Planning

Deciding who should inherit and how to maximise the after tax inheritance.

IT Solutions

Software developer for financial advisers.

What Our Clients Say

What Our Clients Say

My relationship with Lester commenced in 2006 when I consulted with him on how to reduce Inheritance Tax on my Estate.   The initial phase of advice concluded about 6 months later and I then asked Lester to look at my investment portfolio and make some recommendations.  Since then we have met regularly and our relationship has deepened.

G.D. - Hertfordshire

Lester has looked after the financial affairs of my father since 2004.  When in 2018, I needed advice on a whole range of matters including consolidating various pension investments, I could think of no one better to trust than Lester.

P.D. - Surrey

Your straightforward approach gives me confidence you will be on my side when making recommendations to me.

J.B. - Hampshire

Having advised me for years prior, Lester guided me on how I should request my employer to finance my retirement and in the process helped save me in excess of £20,000 in needless tax.

J.D. - Oxfordshire

Meet your adviser

Lester

Experienced in commercial banking, recovery litigation, tax planning, financial advice and IT development, Lester brings a broad set of skills to bear and serves clients ranging from ex chief executives of household name companies to business owners, professionals and retired individuals.