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E-Mail: info@blueskyfp.co.uk

Telephone: (01202) 756560

Client Login

Role of Advisor



Factors We Consider

It depends upon the focus of advice but there are a multitude of variables to be considered.


Communication

Is at the heart of any service proposition. Blue Sky are committed to working with clients and view effective communication as being of the highest importance.


Investment Management

Financial planning is desirable for clients to achieve their goals. Central to any strategy is an active investment portfolio.


Wealth Management

A wealth management programme is created and developed for each client in accordance with their requirements.


Why Choose Us

In essence we will deliver an excellent service, are committed to working closely with clients and our success is dependent on their success.


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

How to beat inflation

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

Utilise your spouse allowance

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

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You should be aware that the value of any investment can fall as well as rise. Past performance should not be used as an indicator of any future performance

Blue Sky Financial Planning - Wealth Management Services in Bournemouth, Poole, Dorset, Hampshire, Wiltshire and The New Forest

Copyright © 2007 Blue Sky Financial Planning Limited - Investment Strategies, Investment Management and Wealth Management Services