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 for a better 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.
Approaches to financial planning
Regardless of the nature of advice we have to understand your current circumstances, aims and objectives.
We offer two financial planning strategies:
- Focussed advice
Where we concentrate on specific aspects of your finances with a view to formulating a strategy. - Comprehensive advice
A thorough analysis of your financial arrangements resulting in a detailed cash flow forecast enabling
you to plan for the future.
Financial Planning Overview
Question and Answer session with Justin Urquhart Stewart, Marketing Director from 7IM.
June 2011
A robust financial plan is the key to creating wealth
Our Performance
Our investment strategies have created real value for clients. View our investment performance by clicking the graph below
esmartmoney
Our bi-monthly Smart Money magazine details ideas for Pensions, Investments, Protection and Business Planning.
Tactical Planning
Employers can force retirement at age 65
May
11
2012
Companies could, for example, say they needed to dismiss older workers at 65 to make way for more entry-level jobs... Read more
Why is Dorset an expensive place to retire?
Apr
25
2012
It's official, people live longer in Dorset than any other county in the country with three appearances in the top... Read more
Investment bonds excluded from the local authority means test
Apr
24
2012
Following a recent clarification of the guidelines under which local authorities apply the means testing of assets, investment bonds are... Read more
