Role of Advisor

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.


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

End of Tax Year Planning

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

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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

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