Blue Fox Wealth
Investment Management • 
Dorchester, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Higher Barn, 2, Melbury Osmond, Dorchester, DT2 0XL, GB |
| Phone number | +441935507230 |
| Website | |
| NAICS | 5231 |
| Keywords | Investments, Tax Planning, Pensions, Trusts, Income Protection, Charities, Insurance & Protection, Group Pension Schemes, Critical Illness Cover, Discretionary Fund Managed Portfolios, Ethical & Sustainable Investing, Onshore & Offshore Investment Bonds, Permanent Health Insurance, Self-Invested Personal Pension Schemes (Sipp), Inheritance Tax Planning And Insurance |
| Founded | 2014 |
| Employees | 1-10 |
Key Contact at Blue Fox Wealth
Stephanie Bebbington Dyke
Founder, Owner and Independent Financial Advisor
Blue Fox Wealth Email Formats
Blue Fox Wealth uses 1 email format. The most common is {first initial} (e.g., j@bluefoxwealth.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bluefoxwealth.co.uk | 100% |
About Blue Fox Wealth
Managing your business investments or your own personal wealth can be stressful and complicated. It doesn't have to be. Here at Blue Fox Wealth, it's our job to help you reach your goals, to plan for the future and look after your loved ones with robust financial advice. We offer fully independent and expert financial advice, which means we are not owned or funded by any financial institutions, banks, fund managers or lenders. When we recommend an investment product or financial service, you can feel confident we have researched the whole of the market to find the best available solution for your individual needs. And, as we believe in common-sense, honesty and integrity, we will always be crystal clear about disclosing fees, risks and investment warnings. We start by getting to know you, your values and your life goals to develop your personalised financial plan. It will take account of your personal attitude to investment risk and investment management. It may cover your retirement goals, estate planning for your family, insurance protection for your health and income and tax planning. It could cover charitable giving and a full investment path to meet your needs. We take our professionalism and commitment to maintaining the highest levels of knowledge, skills and behaviour seriously. As an Associate Firm of the PFS (Personal Finance Society) we are committed to uphold core principles of financial standards. And individual chartered fellow status from the CISI, the UK's leading securities and investment professional body, highlights that we are at the pinnacle of professionalism in financial services.
Blue Fox Wealth revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Blue Fox Wealth has never raised funding before.
Blue Fox Wealth Tech Stack
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Frequently asked questions
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