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
What does the future hold?
I’m normally talking about our own futures, but today I’m focusing on how technology may change the way we, as... read more →
November 20, 2019
Love, love me do…
The immortal words of Lennon and McCartney. This was actually The Beatles’ first ever single I believe, but the words... read more →
November 7, 2019
Our Company News, Events & Topical Articles
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 →
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 →
