Blue Sky Financial Planning is always looking for ways to improve and enhance the service we provide to our clients, and one part of that is ensuring we are a team with a diverse range of skills and knowledge.
We are absolutely delighted to welcome Emma to the Blue Sky team, specifically as a Paraplanner. Her enthusiasm is already very clear to see. She is eager to make a difference to clients by educating them so they can better understand their finances, to enjoy their money whilst they have good health.
Emma has worked in financial services for over 13 years in a variety of roles from administration all the way through to a trainee adviser. Emma started her financial journey at the age of 20 and she knew from that young age she was destined to work in this industry, she strongly believes in financial education and financial planning.
Emma first heard about Blue Sky when she was looking for a company that matched with her own values. When she spoke to Gary about how him and the teamwork, it was very clear for her to see how different Blue Sky are.
CEO, GARY NEILD, SAID: “As an ex-teacher, I love to help develop the careers of younger people – especially those who have shown such dedication to our industry already. A month has passed now since Emma joined the team at Blue Sky. Her enthusiasm and passion for financial planning has allowed her to become integrated into the team in a short space of time. A promising and fulfilling career awaits.”
Having joined as a Paraplanner, she will be helping the financial planners to build personalised strategies for clients, joining in on meetings, and writing final recommendations. On top of this, Emma has become the protection specialist at Blue Sky, putting to use the knowledge she has built over the years. She will also keep the Blue Sky news page up to date with all the exciting bits and bobs going on here at Blue Sky!
Emma is qualified in financial planning and she is working towards chartered status.
When not at work, Emma enjoys going on holidays and short breaks, loves dancing and is also a member of her local musical theatre choir that performs across the area and takes part in various competitions. ma will be supporting our team of Financial Planners daily, building financial plans, doing thorough research and then documenting the financial recommendations after each meeting. With a wealth of experience in protection, she will become our companies protection specialist.
She’s also keen to keep our website up to date with company and community news.
Emma was on the search for a company that matched her values and beliefs. She is a strong believer in financial education and loves helping clients to understand and make the most of their money. A natural people-person, Emma loved the fresh approach at Blue Sky and the amount she is able to get involved in building clients’ financial plans and also getting to know the clients too.
EMMA SAID “I feel very fortunate to be working for a team where our clients are truly at the heart of everything that we do, the knowledge and skills across the team are vast and I feel I will learn so much from everyone. I am very proud to be part of a company that has a very fresh approach of financially educating clients and planning for their future.”
Blue Sky Financial Planning is regulated by the Financial Conduct Authority, provides comprehensive financial planning to individuals who wish to prepare properly for their financial future.