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.
READ MORE…

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.
READ MORE…

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.
READ MORE…

Andrew Dunn (Gus)

Chartered Wealth Manager

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.

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.

Emma Perkins

Financial Planner & EOT Champion

Joining us in the first week of 2023, Emma’s role is to build personalised strategies for clients and create final recommendations based on discussions. 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, but also enjoys the community work we do supporting local charities.

Director Support Team

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.

Pam Cooke

Administration Manager

Pam has worked with Gary for over 25 years and is a pivotal member of the team because of her vast experience. Pam works closely with the Directors and looks after the company’s finances.   She is now part time and is embracing the ‘work/life balance’ which is so important to wellbeing.

Planning & Business Support Team

Louise Scott

PA to Gary Neild

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.

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.

Angela Wood

PA to Russell Skinner

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.

Paul Andrews

External 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

Events & Marketing

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.

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

Administrator

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.

COULD THIS BE YOU?

Join Our Team

Blue Sky are always looking for the right people to join our business. If you believe you have something to bring to our professional, experienced and full of personality team please contact us. In the first instance, send your CV and Covering Letter to info@blueskyfp.co.uk.

Live the life you want

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