Wealth Management
Client Categories
To enable us to deliver the desired service to each client we have created client categories. Around these categories we have designed a Service Charter which clearly details what we will provide and when.
Service Levels
There are three service levels available to new clients. Dependent on the service required clients are entitled to a financial review ranging from every four months to once a year.
Investment Benefits
Regardless, those who are invested via the Blue Sky Portfolio Manager will benefit from monthly performance updates, monthly investment commentaries and quarterly assessments of their portfolio.
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
