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
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
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