Company Ethos
Blue Sky Financial Planning Ethos
Blue Sky Financial Planning was created in October 2002 by Gary Neild with a view to providing active and high quality strategic Independent Financial Advice. Gary wanted the freedom to manage clients' money in a more active way than had traditionally been the case. Gary has incorporated a number of likeminded individuals in the business since inception to deliver excellence and value to clients. The financial services industry has experienced many challenges of late but our business model has been robust. We are consistently at the forefront of change and we are well placed to respond to the new regulatory regime being implemented by the FSA.
Our approach focuses solely on what is important to the client, placing a strong emphasis on bespoke investment management strategies and continual assessment. Through our dedicated research and constant evaluation of assets and funds we are able to deliver active management across our portfolios.
Our target clients are professional people, executives, and owners of small to medium sized companies or self-made people and trustees. Often, it is people who have come into money through an inheritance or when selling a property or business. Alternatively, anyone who wants their existing portfolio re-assessed in order that it can begin working in a more efficient manner. In essence, anyone who appreciates quality professional advice.
Embedded in the philosophy of the business are several core beliefs:
- It is essential that both the adviser and client(s) work closely together, in partnership, to achieve predetermined goals and objectives.
- Frequent communication is essential in building confidence
- Continuity and consistency of advice is paramount in achieving the desired benefits.
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
Are you Contracted Out of the State Second Pension?
Feb
03
2012
From 6 April 2012, those with Personal Pensions, Stakeholder Pensions or Occupational Money Purchase (Defined Contribution) Pensions, will no longer... Read more
Could you and your family survive if you were unable to work?
Jan
27
2012
More than half of UK workers would be unable to survive for more than three months without work.... Read more
Jan
20
2012
The end of the tax year on 5 April is fast approaching! With rumours of further tax increases to be... Read more
