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Tailored wealth planning services for Isle of Man clients

Our office in the Isle of Man provides a full range of private wealth management services to high-net-worth clients – both Isle of Man residents and those living overseas.

Whether you live locally and are looking for a wealth manager to help you achieve your financial goals, or if you live further afield, we can help to structure your finances to achieve the best outcomes for you and your family.

We can help with wealth planning, investment management and private banking. We also provide local and UK residential mortgages, as well as lend against investment properties or investment portfolios.

Our dedicated team offers an award-winning end-to-end service, whatever your financial needs.

Get in touch with our Isle of Man team today

About us

Our team in the Isle of Man

Our head office is in the Isle of Man and was opened in 1987. Headed up by Andrew Halsall, who has over 30 years’ experience in looking after both domestic and internationally-based clients, the team of private bankers and specialists work with high-net-worth clients – and their professional advisers – from a wide range of locations around the world.

Blueplanet Private Wealth has been serving high net worth clients from the Isle of Man office for over 30 years and has extensive experience in helping clients relocate, working with them to ensure their wealth planning considerations are taken care of through our seamless and stress-free service.

With over 200 employees based on the island, we are also proud to work together on a variety of charity and organisation initiatives to support our local community.

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Our latest videos

Blueplanet Private Wealth Isle of Man office

Hear from Andrew Halsall, who is Head of Private Banking at Blueplanet Private Wealth in the Isle of Man, as he shares how he and his team can help you.

Benefits

The benefits of our Isle of Man wealth services

We offer a bespoke wealth management service that can cover your banking, wealth planning, investment, and borrowing needs.

Through the dedicated service of one of our private bankers, you will benefit from access to our team of specialist experts, offering a range of services.

  • Cashflow planning

    It can be hard to visualise the future and how best to achieve your goals. Using specialist software, we work with you to create a cashflow plan that allows you to make more informed financial decisions.

  • Borrowing

    With our bespoke lending solutions, you can borrow by securing against a range of investments or Isle of Man / UK property – giving you the flexibility you need, while supporting your long-term goals.

  • Planning for post-work living

    Opinions of life post-work have been redefined and the opportunities are wide and varied. We help you plan for this time to ensure you can continue enjoying your lifestyle on your terms.

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What our clients say

Excellent personalised service provided over the last 23 years. I have recommended Blueplanet Private Wealth to a number of friends who have placed their investment portfolios.

A current Blueplanet Private Wealth client
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OUR SERVICES

Our end-to-end service

No matter what stage you are at in your life – starting your own business, growing your family, or planning for post-work living – we can help. We offer a full range of services to help you manage, grow, and protect your wealth.

Our friendly team of experts offers a personal, bespoke service, tailored to your needs. Specialising in helping high-net-worth individuals – many of whom are living international lifestyles – we offer wealth planning, investing, private banking and lending services.

So, whatever your financial goals and aspirations – get in touch and see how we can help.

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Meet The team

Dedicated professionals here to help you

Our private bankers and expert specialists will give you all the support you need and help make your life easier.

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Location

Our reception can be found on the 4th floor of St Mary’s Court which is located next to St Mary’s church on Hill Street in Douglas. There is roadside parking available near the office as well as three carparks within walking distance.

St Mary’s Court
20 Hill Street
Douglas
Isle of Man
IM1 1EU

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