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.
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
