13 Jul Client chat: David Langley, Bluecoat Wealth Management Ltd
It seems you’re all just as nosey interested as we are in finding out more about our fascinating clients! So you’ll be pleased to spend a few minutes delving into the background of David Langley from pension and investment specialists Bluecoat Wealth Management. Over to you David!
Name: David Langley
Business: Bluecoat Wealth Management Ltd – pension and investment specialists
Tell us in one sentence what your business does: Bluecoat helps people realise their aspirations, motivations and life goals; we then structure their finances to help facilitate their objectives.
Where is your business located? Worthing and Southwick but we have clients nationally.
Have you always worked in this type of business? No, before my financial career, I had a career in the military.
Tell us an interesting but little known fact about you or your business: We now employ summer interns to help enthusiastic young people looking to gain experience in the finance sector.
Where do you see yourself and/or your business in five years time? Slightly larger (the business, not me), enabling us to help more people achieve their life goals.
Do you have any workplace rituals? A four o’clock finish on a Friday.
Have you read anything good recently, whether for fun, work or both? I am currently reading a book called “Seven stages of money maturity” by George Kinder. Understanding how our client feels about their money is just as important as the technical knowledge to help them correct structure their finances for the future.
What’s your greatest achievement, whether at work or personally? Probably walking across England in three days or climbing the three highest peaks in the UK in 24hrs. But, I am about to take on the challenge of 5000 press-ups in 12 hrs, which equates to one every 8.6 seconds to raise money for the Chestnut Tree House Children’s Hospice. If I complete it, that will be my biggest ever achievement.
If you could invite four guests for a long lunch, who would you invite and why? Where you go for your lunch? That depends on whether you only count people that are alive today, if you meant throughout history, the answer would be very different. But alive today, I would choose Michael Jordan – one of the world best sportsmen. Warren Buffett – one of the world best businessmen. The Dalai Lama – one of the world’s greatest spiritual minds. Finally, my mum because I am sure she would like to meet them too. I would probably let Warren choose the restaurant because I am sure he has been to all the best around the world.
If you could be transported to anywhere right now, where would it be (and without any quarantine restrictions!) and why? Simple: Mars, but I would want the correct equipment to keep me alive whilst I adventured around and an instant trip back. Why? Anywhere on earth is achievable with the right plan in place and who didn’t dream of being an astronaut when they were a child?
Some impressive answers from David. If you’d like to know about the next Client Chat, sign up to our mailing list. Of course, if you’d like to feature in our Client Chat and you’re not already a client of ours, get in touch and become a client! We offer the full range of marketing services, all tailored to your business needs.