- Blue Sky is a leading independent, chartered, financial planning company based in 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.
Welcome to Blue Sky Financial Planning
Change can be daunting but, managed properly, it can be the start of something truly amazing.
Investment Market Updates
Investment Market Updates
Insights into the investment markets and economy from our Investment Committee.
News & Blogs
News & Blogs
Our fortnightly blogs are written by our MD, Gary Neild, based on his ideas and experience around achieving fulfilment. We also have a steady stream of exciting company news.
The Essence Of Blue Sky
We understand it can be difficult knowing who to trust. We therefore work extremely hard in creating that trust by spending time with you and working in a collaborative way, at a speed which suits you.
What our clients say...
The relationships we build with our clients are based on trust and confidence. Don’t just take our word for it, click below to read their stories and testimonials.
Our Most Recent Blogs
Thrown in at the deep end?
I’ve been a financial planner for some considerable time now. As many of you may know, in a previous life... read more →
January 13, 2021
Mind the gender gap
When I was thinking about writing this blog, I thought I might have to use my words carefully regarding gender... read more →
December 1, 2020
Plan for certainty in a world of uncertainty
It feels like we have had enough uncertainty of late to last a lifetime, doesn’t it! Of course, it’s difficult... read more →
November 11, 2020
I thought slavery had been abolished!
I’m not talking about slavery in the traditional sense of the word. I’m talking about another form of slavery and... read more →
October 20, 2020
Why pay for professional advice when amateur advice is free?
“I’ve got it all sorted!” This was a statement from a new potential client the other day, when we were... read more →
October 7, 2020
“My TV may be smart, but I wish I was!”
These were the amusing words uttered by one of our clients the other day, having failed to ‘hook-up’ on our... read more →
September 25, 2020
Is retirement your Nirvana?
I’ve had some interesting conversations over the last couple of weeks with both new and existing clients regarding retirement. We are... read more →
September 10, 2020
If it’s good enough for Agatha…
Agatha Christie’s book “And then there were none” was written on Burgh Island, a place where my wife and I... read more →
August 25, 2020
Paint the picture you want.
A shift in mindset It’s a weird time, of course, but having spoken to many clients and potential clients over... read more →
August 12, 2020
Take more control and gain fulfilment
Have you got an eclectic mix of pensions and investments with no real co-ordinated strategy?
The current downturn has highlighted to many people and businesses, the folly of not having an informed strategy.
Contact us if you want a positive future.
Explore the Blue Sky Experience
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.
In our clients’ words
Our Company News, Events & Topical Articles
New face strengthens the team of experts at a growing Dorset financial planning firm.
Poole-based Blue Sky Financial Planning has appointed Lewis Baldwin as a trainee Financial Planner as it expands its extensive services... read more →
October 23, 2020
Gary Neild comments on Cononavirus
Today has been labelled "Black Monday" by some analysts, with more than £140billion wiped off the stock market value of UK... read more →
March 9, 2020
Exit Strategy Masterclass – 16th March
Take a day out of your business to consider what a successful exit really looks like to you. Be inspired,... read more →
February 10, 2020
Investment Seminar – January 2020
The sun was shining once again for our investment seminar at the Captains Club in Christchurch, held on the... read more →
January 26, 2020
Client featured in Daily Telegraph
How I retired early: ‘I quit the rat race at 43 after getting fired spurred me into action’ PUBLISHED IN... read more →
November 28, 2019
Sustainable Seminar – October 2019
On Wednesday 16th October 2019, Gary and the team hosted a seminar for our clients and professional connections on Sustainable... read more →
November 7, 2019
Proms In The Park 2019
We were delighted to be joined by 100 of our clients for the Bournemouth Symphony Orchestra’s Proms in the Park... read more →
August 29, 2019
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 →
