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.
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