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E-Mail: info@blueskyfp.co.uk

Telephone: (01202) 756560

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Who Are We

  • Blue Sky Financial Planning are a company of independent financial advisers offering bespoke financial advice. We are not owned by an institution or life assurance company and therefore we have the flexibility to adapt our business quickly to deliver value to our clients.
  • Blue Sky Financial Planning was formed in October 2002 with the emphasis on providing high quality independent financial advice
  • We have a team of highly qualified specialists who all play a role in delivering strategic advice and wealth management to our clients.
  • Our team has many years experience in the industry with the main front-line advisers each having accrued over 20 years service.
  • Our corporate balance sheet is very strong because we take our own advice! We have a focussed strategy, are prudent, protective and are always seeking to take advantage of opportunities.
  • We are authorised and regulated by the FSA and therefore have to adhere to a strict code of practice.
  • Central to our proposition is the investment management of client money hence why we operate our own investment portfolios.

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