A Partner Practice of St. James's Place Wealth Management

Blue Coast Wealth Management Limited

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Marc Robinson

I focus solely on providing face-to-face advice and offer a dedicated, personal wealth management service to build long-term, trusted relationships. Together, we would look to create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all of the options available to you.

About

After 18 years in the City and a successful career in asset management selling investment funds into wealth managers and private banks in the UK & Europe, I have transitioned into wealth management recognising the importance of building strong client relationships and a pedigree investment offering.

Having established a solid network of professional clients, and being able to leverage off the investment knowledge I have gleaned over my career in financial services, I am focused on something I am passionate about - building trusted long-term client relationships, and helping his clients achieve their financial objectives.

With the pride and dedication that I place on developing solid personal relationships with my clients, I ensure that I offer a rounded, professional and principled service. Fundamentally, I see my approach as one of problem solving for the client - rather than product-selling. As a result, having gone through a thorough and detailed analysis of their financial situation, my clients can expect to receive the most comprehensive and appropriate advice at all stages of their life.

Having enjoyed a successful career in the City since 1998, I hold a BA Hons (2:1) in Politics from the University of East Anglia, is a fluent Spanish speaker, and holds both the Investment Management Certificate and the Diploma in Regulated Financial Planning.

Outside of work, I am keen on all things fitness related including training in the gym, cycling, photography, skiing, sailing and field sports.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Marc Robinson

8200 Cambridge Research Park, Beach Drive, Waterbeach, Cambridge, CB25 9TL

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
Marc's approach in helping me to make the right investment, truly has been second to none and I couldn't recommend him more highly. With my situation in particular, his attention to detail enabled me to make the right choices and I am delighted with how things have gone. I am very much looking forward to working with Marc more in the future.
Toby Pache
I have tried to work with various advisers in the past, without any success as they are sales focused and intent on pushing products. Marc is different. He is meticulously detailed orientated, and is focused on providing a genuine solution for the client. He is knowledgeable, professional, and has been a pleasure to deal with. A valuable part of the process was the complementary support to model several future life scenarios prior to making a decision. This sets Marc and St. James's Place out from the crowd. I recommend Marc highly to anyone who is serious about professional financial planning and getting their affairs in order with a professional, trustworthy and affable individual.
Shaun O'Hara
Marc conducted a detailed "financial audit" which resulted in important retirement planning for the future, and ensuring that both my family and business are suitably protected. Marc's professional and detailed approach has taken the time to understand my needs and he has made relevant suggestions to suit. Nothing is too much trouble and Marc has also made some excellent referrals to other service providers I've needed to work with as part of his proposition. Marc has been a pleasure to work with, and I personally wouldn't look any further for a Wealth Manager. Marc is highly recommended.
Adam Walker

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Blue Coast Wealth Management Limited is registered in England and Wales, Number 10491144. Registered Office: 70 High Street, Great Baddow, Chelmsford, CM2 7HH.
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Marc Robinson
Blue Coast Wealth Management Limited