Meet Our Team

Meet Our Team

Gary Neild

Chief Executive Officer

Gary is Chief Executive Officer (CEO) and Chair of Blue Sky’s Investment Committee. Establishing the business in 2002, Gary set out to create his vision for Financial Planning – working with clients to help them understand their choices fully and empower them to live the lives they want without fear or anxiety.
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Lesley Keets

Chief Operating Officer

Lesley’s role is Chief Operating Officer (COO). Joining the business in March 2023, she has a strong operations management background developed whilst working in both SME and large corporate environments. She also currently holds a Non-Exec role with Dorset Chamber.

Russell Skinner

Chief Technical Officer & Chartered Financial Planner

Russell is Chief Technical Officer and works with Gary to provide clients with a coherent strategy to meet their goals and manage their risks. Russell thrives on detail and is responsible for much of the portfolio management.
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Tammy Dimond

Chartered Financial Planner & Director

Tammy is a Chartered Financial Planner and Director. Her role is to work with the team to create personalised strategies for clients, helping them to become financially secure in the first instance, before showing them how, with financial guidance, they can enjoy the rest of their lives without undue worries.
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Andrew Dunn (Gus)

Chartered Financial Planner

Andrew – usually known as Gus – is a Chartered Wealth Manager. He joined Blue Sky from private banking and wealth management institution Coutts, where he was a business partner based in Chandlers Ford. Prior to Coutts he spent 25 years in a variety of leadership and management roles with NatWest Investments.

Emma Perkins

Financial Planner & EOT Champion

With a background in banking and wealth management,  Emma’s role is to build personalised strategies for clients and create final recommendations based on their personal circumstances. This empowers them to live life to the full. Emma supports and works with our team of financial planners, as well as overseeing her own clients. With a passion for financial education, Emma loves helping our clients navigate the complex world of finance.

Emma is also the protection specialist at Blue Sky, putting to use the knowledge she has built over her 13 years in the industry. She chose Blue Sky as the next step in her career because we are a forward-thinking company and we use technology to our advantage which allows us to have more time for clients. Emma thrives on putting clients first and also enjoys the community work we do supporting local charities.

Business Development

Peter Brown

Development Manager

Following a 30-year career in the leisure industry, Pete has used his experience over the last 10 years at Blue Sky to support Gary and his fellow Directors in the management, planning and organisation of the business, whilst also developing the ‘behind the scenes’ systems to support the smart working environment that Blue Sky requires.

Dave Burgess

Finance Manager

Having joined Blue Sky in 2010, Dave has now settled into a role with the Director Support Team. His role here is to assist Gary and fellow Directors with coordinating and evaluating performance indicators with the intention of delivering consistent and exceptional service standards to our clients.

Relationship Management Team

Theresa Osborne

Client Relationship Manager & EOT Champion

Theresa’s role at Blue Sky is to help the team deliver a truly bespoke service for clients. From a corporate banking background, she was a Premium Relationship Manager with NatWest before joining the business. She flourishes in our unique environment and drives positive changes to elevate the service we provide.

Louise Scott

PA to CEO & Relationship Management

Louise became PA to Gary Neild in 2016 bringing an immense amount of enthusiasm and organisation to the role. She is responsible for ensuring Gary is working to greatest efficiency and with a background in the recruitment and accountancy fields, she is not only commercially minded but incredibly focused on the client experience.

Angela Wood

Relationship Management & Events

Angela is a stalwart of the Blue Sky Team and has engaged in a number of roles. She is Russell’s PA but her diligent nature and commitment made her an ideal person to become part of the Relationship Management Team too when the opportunity arose.

Planner Support Team

Johanna Payne Knauf

Planner Support Co-ordinator

Jo has vast experience in the field of Financial Planning and is the ideal person to coordinate our busy office and personnel in the Planner Support Team. Jo’s empathic nature and strong emotional intelligence is an ideal conduit for the team.

Victoria Carroll

Planner Support

Victoria’s background was in project management for a large corporate. Her experience has been invaluable in maintaining and enhancing Blue Sky’s quality service, whilst also aiding Blue Sky’s business development too.

Lucy Thompson

Planner Support

Lucy joined our growing team in May 2021, supporting our advisors with administrative tasks such as processing new business to valuations. Since leaving school she has always worked in Financial Services, gaining wide knowledge and experience in all areas from mortgages to pensions. Lucy loves working at Blue Sky because we place clients at the heart of everything we do and this is really rewarding as she can see the difference we make to people’s lives.

Gemma Thornton

Planner Support

Gemma came to Blue Sky from a large corporate which provided a professional underpinning to her role at Blue Sky. As opposed to working within a larger company though, Gemma has enjoyed seeing the positive difference that can be made within a smaller company and resonates well with Blue Sky’s ethos.

Alison Wood

Planner Support

Alison joined the team in June 2023 to strengthen our Planner Support function. She has a vast amount of experience in the wealth management profession and over 17 years of experience in financial services. She is very diligent and has super attention to detail, as well as being a friendly and welcoming person for our clients to speak with.

Lisa Taylor

Planner Support

Lisa is a linchpin in the team providing support to the advisers and paraplanners on a daily basis. With a background of over 30 years working in financial services including compliance roles, she has a super attention to detail. Like many of our employees, she loves working as part of a small, dynamic team that always puts the clients first.

Daniel Neild

Planner Support

Dan began working with Blue Sky in March 2022. His current duties include assisting in the preparation of Annual, Interim and Cash Flow review meetings, organising and storing information from our clients in digital form, ie EIDV checks and lastly, reconciling any financial discrepancies, ie. deposits, withdrawals or transfers so information is correct and accurate at all times. Dan loves being part of the team and how everyone gets along in a very calm yet efficient work environment.

Specialists

Paul Andrews

Compliance Consultant

Paul brings a wide and varied background within the financial services profession and his all-round knowledge and experience assists us in continuing to meet the requirements of the Regulator.

Kate Chastey

Marketing & Communications

Kate’s main role is to work alongside Gary to produce our highly regarded Weekly Commentaries. She also organises our online and face to face events, and oversees most of our marketing activities.

Live the life you want

We enhance well-being through Comprehensive Financial Planning.
We reduce anxieties, explore possibilities and create excitement about the future.