Welcome to Blue Sky Financial Planning Ltd
We pride ourselves on delivering comprehensive independent financial advice. Central to our proposition are our wealth management services providing active management for all our investment and pension clients.
It is widely known in the business world that those companies who have a robust business plan are far more likely to be successful. Should it be any different for individuals and their families?
It is amazing how many people will search around for a better internet savings account in the hope of obtaining an extra 0.25/0.5%...yet give little attention to larger assets such as their investment and pension portfolios!
Why do our clients use us?
- Independent advice
- Transparency and clarity
- Confidence and trust in our approach
- We operate a focused proposition
- Deliver strategies to meet THEIR goals
- A wide range of investment propositions
- Each client has their own bespoke financial plan
- Our commitment to delivering value
- No dependency on commissions
- On line valuations
- Client area on this website
- Frequent communication in accordance with our
service charter.
Financial Planning Overview
Question and Answer session with Justin Urquhart Stewart, Marketing Director from 7IM.
May 2010
Tactical Planning
Summary of emergency budget changes
Jun
24
2010
A brief overview of the main changes that are likely to affect clients.... Read more
May
27
2010
Figures announced last week measuring inflation stated that we are experiencing the biggest rise in the cost of living since... Read more
Apr
22
2010
Transfer assets to your spouse to maximise the personal allowance for income tax and capital gains tax (£10,100) purposes. ... Read more
Make the most of the increase in the ISA allowance
Apr
22
2010
The new ISA limit, as from the 6th of April 2010 is £10,200 per year and will now increase in... Read more