Benefits of Blue Sky

A focused Comprehensive Financial Plan reduces anxiety, increases confidence and allows you to live the life you want.

Working with Blue Sky will…

• Save you money through effective tax planning
• Increase your confidence by knowing your pensions and investments are coordinated
• Enable you to look forward to retirement with excitement
• Give you peace of mind that your money is working hard for you
• Provide certainty that your money will never run out
• Allow you to know your number; how much money you need and when to live the life you want
• And finally, give you the choice to enjoy your money whilst you have your health

How we can help you?

Here at Blue Sky, every client is unique and we work exceptionally hard to understand your goals and life plan. We then work with you to build a Comprehensive Financial Planning Strategy that allows you to fulfil your goals and minimise unwanted risks.

We conduct regular reviews for each client, shaped to your requirements, and use visual planning tools to ensure you can make sense of what can sometimes feel like a mountain of information.

We make working with us simple and easy by ensuring that all of our communications regarding initial information gathering, annual reviews, or any of the processes related to managing your money are concise, timely and effective. A prime example of this is our efficient investment switching service that allows us to protect capital wherever possible whilst optimising growth, yet requires only a small action from you, our client.

We can provide bespoke investment strategies if you require an income stream or for those approaching retirement. We even have a dedicated service that helps you prepare both financially and physiologically for this significant life change, should you feel you need it. Click here to learn more about BoldAge.

Our team are exceptionally qualified, diligent and respectful; yet deliver a bespoke service with personality and professionalism. It is our aim to ensure that your planning needs are a priority and we will interpret what’s relevant for you so you never feel overwhelmed by the challenge of effectively managing your money.

At Blue Sky, we have a collaborative approach with other professionals who are experts in their field, and regularly work with accountants, solicitors and employers to allow for a 360 approach to ensuring your life goes according to plan.

If you are ready to see Financial Planning in a different light, call us on 01202 756560.