Blue Square Wealth Management
Financial Services - Douglas, Douglas, Isle of Man
Blue Square Wealth Management Employees
Blue Square Wealth Management Senior Management
Blue Square Wealth Management Details
Purpose: Our purpose is to serve our island community, enabling it to flourish and its people to prosper. Experience: Blue Square have combined some of the most experienced individuals in the market across Banking, Wealth Management and Mortgages. This provides our clients with confidence that their families and circumstances are in safe hands. Aim: Our aim is to deliver high quality advice via innovative solutions at a fairer cost. Excellence does not have to be expensive and our experience allows us to deliver exceptional products and services to our clients. We love what we do and this is why we do it. Independent: Being independent, this enables us to use the whole of market to ensure our clients' assets, protection, and mortgages are serving their goals in the most effective way. Our Values: Authenticity: Being real and true to ourselves and our values. Empowering ourselves, and our clients to be the best versions of themselves. Not being who we ‘should' be but who we 'could' be.Integrity: Doing the right thing, being open, honest, and transparent with ourselves, each other, and our stakeholders.Dependability: Doing what we say we are going to do, consistently. Being reliable and available.Stewardship: Being responsible and accountable for our actions and obligations, with care. Embracing our environment and influencing it positively.Passive: Management: We are advocates of passive management investment strategy which over the long-term is proven to deliver and a lower cost and should be at the core of a client's portfolio. These strategies are large, well diversified. risk managed and balanced regularly in line with our client's risk tolerance. Ethical/Sustainable/Governance (ESG): Living in the Isle of Man as a UNESCO Biosphere, our environment is important to us. Every business will have to be more sustainable in the future and we are strong advocates of this area for investment.
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