We make our clients financially healthier, happier and more secure

At Blue Fox Wealth, we believe that financial advice starts with getting to know you. Whether you’re looking for help with your pension, investments, insurance or estate planning, we go to great lengths to understand your financial needs, and always make sure to deliver the right service for you, depending on your personal circumstances.

Independent Financial Advice that puts you first

We offer fully independent financial advice, which means we’re 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’ve researched the whole of the market to find the best available solution for your individual needs.

And, because we believe in common-sense, honesty and integrity, we will always be crystal clear about disclosing fees, risks and investment warnings.

Because of our reputation and experience as a tax specialist, we work closely with accountants and solicitors throughout the UK who recommend us to their clients – particularly when it comes to estate planning, including Inheritance Tax and Trusts. We’re proud that after 20 years of working within financial services, we’ve had zero complaints from clients.

Meet Founder Stephanie Bebbington Dyke –
About us

Blue Fox Wealth is owned and managed by Stephanie Dyke, a Chartered Fellow of the Chartered Institute of Securities and Investments. Stephanie is a regular guest speaker at industry events, and is also a senior technical reviewer for the institute’s publications and exam questions. In her spare time, Stephanie looks after several rescue dogs. She has a black belt in Korean martial art Hapkido, and also enjoys practicing Kung Fu.


In Stephanie’s own words…
“I created Blue Fox Wealth because I felt it was time to offer clients a more personalised, ethical and considerate approach to managing their personal wealth. Most people have a love/hate relationship with money. It creates so much worry, stress and arguments between people. But at the same time, taking control of your finances can be hugely empowering. So, we help people to invest with confidence, to make plans for their retirement, or to leave more of their inheritance to their family.

It’s very rewarding to give people straightforward, helpful financial advice that allows them to plan for the future."

Get in touch to discuss how we can help you.

"Stephanie has been involved with my financial affairs since 2004. I have found her very efficient, helpful, reliable and knowledgeable. Stephanie has given sound advice for both my pension and ordinary investments. She has a wide range of contacts in the financial/legal area and, where necessary, her introductions have proved fruitful. I have no hesitation in recommending Blue Fox Wealth."

Mr H-C, Templecombe, Somerset