Blue Sky are here to look after your financial needs. We are not about selling financial products. We focus on understanding your situation and working with you to explore what’s possible. Our expertise will help create a financial strategy which will give you confidence, both in the short term and throughout our journey together.
Financial planning to help you live the life you want.
We enhance well-being through Comprehensive Financial Planning.
We reduce anxieties, explore possibilities and create excitement about the future.
Fulfilment… tailored for you
Whether you require a comprehensive financial review, advice on something specific or a sense check of your current arrangements – make contact now. We promise to give you at least 10 tips that will make a difference to your life.
Our Most Recent Blogs & Market Views
Market Updates
Please find below our Weekly Market Update for the week ending 15th March 2019. The intention is to... read more →
March 15, 2019
Hands up if you have had a good financial education?
On Friday 1st March, I joined many business people at an event focused on well-being, particularly aimed at employees. It... read more →
March 12, 2019
Market Updates
Please find below our Weekly Market Update for the week ending 8th March 2019. The intention is to... read more →
March 8, 2019
Market Updates
Please find below our Weekly Market Update for the week ending 1st March 2019. The intention is to... read more →
March 1, 2019
Do your biases hinder your well-being?
We are a product of our experiences; our upbringing, our education, our peer groups, the news channels we view and... read more →
February 26, 2019
Market Updates
Please find below our Weekly Market Update for the week ending 22nd February 2019. The intention is to... read more →
February 22, 2019
Market Updates
Please find below our Weekly Market Update for the week ending 15th February 2019. The intention is to... read more →
February 15, 2019
Market Updates
Please find below our Weekly Market Update for the week ending 8th February 2019. The intention is to... read more →
February 8, 2019
Market Updates
Please find below our Weekly Market Update for the week ending 1st February 2019. The intention is to... read more →
February 1, 2019
Our Company News, Events & Topical Articles
What is Cash Flow Planning?
It is a model that collates all your financial information (assets, liabilities, income and expenditure) and then combines this with... read more →
March 20, 2019
How far do you plan ahead?
A short article first published on 1st March 2019 in Dorset Business Focus, the Dorset Chamber's monthly magazine. When it... read more →
Is Socially Responsible Investment just for youngsters?
Not so long ago investing in this way was seen as a sometimes thankless compromise; investing with a moral conscience... read more →
February 28, 2019
Saving for a first home? Help to Buy ISA ends this year.
The Government’s Help to Buy ISA option is ending for new applications on 30th November 2019, to be replaced by... read more →
February 8, 2019
After dishing it out for fifteen years, it’s time I followed my own advice!
Ok, so we all know the old adage that doctors make the worst patients, but the same is true for... read more →
February 4, 2019
What should I do with my old pensions?
Here at Blue Sky, we often get asked this question. Whilst we cannot give advice on individual circumstance in this... read more →
Is your business ready for a rainy day?
This is just a short introduction to the main options you have to protect your business. Firstly, just a few... read more →
January 22, 2019
That Freddo Feeling?
The beloved children’s chocolate bar is in the press this week after a price rollback by Tesco saw the price... read more →
January 21, 2019
Finalist for Outstanding Customer Care Award!
In September, Blue Sky Financial Planning was shortlisted for the prestigious Dorset Business Awards, in the Outstanding Customer Service Award... read more →
November 3, 2018
