At Blue Sky Financial Planning, we’ve never believed that financial advice is just about numbers on a spreadsheet. True financial planning is personal. It’s about your life – how it feels now, and how you want it to feel in the future. It’s about the pressure that builds when responsibilities mount. The uncertainty of life’s big decisions. The desire for more ease, freedom and peace of mind… and the courage it takes to face change, and act.

We created our film, The Search, to bring all of this to life in a completely different way.

Blue Sky is a leading independent, chartered financial planning company based in Poole, Dorset. We help individuals, families and businesses.

After working with us, you will feel more empowered and more in control.

You will have greater confidence in your future, knowing that you have an informed strategy which is reviewed frequently.

You will feel less anxious and will be able to explore possibilities, looking forward with excitement and be able to enjoy your money whilst you have good health.

Many people tell us that, after choosing us, they begin to live a life beyond their wildest dreams.

Behind everything we do is the saying “it’s what you cause and how you make people feel that’s important”.

Our service is centred around your needs and requirements, not ours! We take time to understand what makes you tick and then work with you in a collaborative way.

Clients tell us that having Blue Sky and the team on hand at any time, gives them confidence because they “can always rely on Blue Sky to make sense of it all”.

Come and see us at our smart but relaxed offices to understand how you can be empowered for the rest of your life.

Not every financial planning firm is employee-owned. And we didn’t become so by accident. Back in 2022, we made the choice to become an Employee Ownership Trust (EOT). That means the people who work in the business own it. Together.

Why? Because we believe this structure gives our clients something truly special – stability, independence, and a team who are personally invested in doing what’s right, not just what’s expected.

We often describe ourselves as a financial lighthouse for our clients. Steady. Trustworthy. A calm presence when the seas get rough. Being employee-owned helps us stay that way. There’s no outside ownership steering us off course. No chasing shareholder profits. Just clear direction, wholehearted care, and long-term thinking. For our clients, this means more continuity, more thoughtful advice, and more confidence that we’re here for the long haul – always working with your best interests at heart.

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We have been providing Market Updates to our clients and contacts, every week, since 2015… we don’t miss a beat. Written by our CEO, Gary Neild, and our respected Investment Committee – with occasional guest contributions too – we provide insights into the investment markets and economy. We cut through the noise and share perspective and clarity.

We also have a steady stream of exciting company news you can subscribe to if you wish, whether we are celebrating an EOT milestone, supporting a local charity, expanding our team, being shortlisted for an award or simply making a difference in the community, there’s always something happening at Blue Sky. This content is written by members of our team.