Independent, Chartered financial planning

Helping you make wise financial decisions

Welcome to BlueSKY Chartered Financial Planners

With over two decades of experience, our Chartered financial planners will help you to make sense of your financial future.

In theory...

The BlueSKY
difference

In practice...

Client stories

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Belinda, Crediton

In a world of ever-changing pension regulations and an inability to understand any of them, BlueSKY have been my life saver. I wouldn’t go anywhere else. A client of ours since 2010

Peter, Caversham

The BlueSKY team deliver in a responsive, efficient way, that leaves you confident you are in safe hands. The performance to date confirms that. I’m glad I switched to BlueSKY. My only regret...that I didn’t do it sooner! A client of ours since 2010

Karen, Woodley

I would just like to say thank you for all the work you have done on our behalf. You made everything straightforward and we always felt that you had our best interests at heart. We would not hesitate to recommend BlueSKY. A client of ours since 2017

Who we work with

Our objective is simple: to enable our clients to achieve peace of mind and fulfil their aspirations through effective financial planning.
With this in mind, we typically work with people who are:

Financial
planning

Many people spend years accumulating savings, but are unsure about what to do next. Financial planning can make things clear.

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Seeking retirement
advice

Pensions offer generous tax breaks and come with greater flexibility. We’ll help you to make the most of these features.

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Divorcing
or separating

We have 20 years’ experience helping divorcing couples make sound financial decisions to secure a stable future for their families.

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Changing
adviser

It’s important to choose an adviser who’s right for you. If you want someone new to meet your needs from here on, we can help.

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Thinking about
investing

Investing money can appear daunting but over the long term it can be very rewarding. We’ll help you to invest wisely.

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Services for solicitors
specialising in divorce

We help solicitors understand how pensions and other assets should be shared in divorce cases, then help clients with their financial planning afterwards.

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We are VouchedFor Top Rated

We have been included in the VouchedFor Top Rated 2022 guide, distributed by The Times.

VouchedFor’s Top Rated guide aims to identify and celebrate the UK’s best financial advice firms, based on client feedback.

We are delighted to have been included. Becoming the only Top Rated firm in Reading and Berkshire to have made the cut!”

vouched-image
Deborah Jones
"My financial future feels significantly more secure now I'm working with Jeremy."

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Linden Baxter
"It was hugely reassuring to have Mark in my corner when I was going through my divorce."

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Peter & Suzanne Coleman
"BlueSKY provide a bespoke plan for whatever your individual needs are."

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John & Lesley Summers
"Over time we've gained more and more confidence in Mark and his advice. He has our best interests at heart."

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Jane Challener
"Mark makes the time to listen and understand you as a person and what you want out of your financial future."

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Get in touch

Find out more about how we can help

Contact us

Get to know BlueSKY

Our knowledgeable, experienced and personable team is committed to providing a friendly service and expert advice.
Get to know us, read our blog and stay up to date with the latest news.

Our people...

Meet the team

Vacancies

Our news...

Blog

Resources
Latest 5 practical issues your unmarried client may face if they separate
Latest Happy birthday ISA: How 25 years of tax-efficient investing has helped you to grow your wealth
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