Personal advice for individual situations

Our clients are individuals, families, busy professionals and entrepreneurs. Some clients are in retirement and some are starting out. Our clients are also businesses, charities and trustees. Whilst our clients are varied and no priorities the same, one goal is consistent, to secure their present and future.

Our wealth management and financial planning services are provided by seasoned professionals, ensuring you’re always in capable hands. Whether you need assistance with investments or managing complex finances, we’re here to simplify the process, allowing you to focus on what truly matters in life.

Life isn’t a straight road and we don’t know what’s around the corner. A financial plan will give you the confidence to prepare for the future and for life’s uncertainties

What we do.

  • Investments

    Your investments are what fuel your financial plan.

    At Blue Square, we believe in straight forward, low cost investments that are managed by large well known companies. You won’t find any latest themes or complicated solutions.

    We are confident that our well diversified, risk maned strategies will work for you, no matter your goal.

    More on wealth planning

  • Protection

    Protecting yourself and your loved ones.

    A fundamental part of financial planning is protection. If you rely on income or are dependent on someone else’s income, protection cover is essential so at least financially, current and future plans stay on track.

    Financial protection doesn’t heal people but it does provide choices and flexibility of what you do next.

    Find out more about the types of protection we provide and examples of cover.

    Examples of cover

  • Retirement & Pensions

    Whether you dream of retirement or becoming financially free…

    Evermore, people want flexibility and choice of how and where they live their lives. Pensions still play a vital role in providing both a tax efficient strategy for growth as well as income in the future.

    Do you want to stop working at 65, or would you like to do this earlier? Is taking some time out in your 50’s a good idea and doing something different or part-time an option?

    Find out about the different pensions you can have on the Isle of Man.

    Set up or transfer a pension