Most people come to us for help when they experience a financial problem, or are looking to make changes to their life.

We invite all our clients to meet with us in our offices, based in Earley, Reading. For this reason, we predominantly work with clients in the wider Reading, Berkshire, Surrey, Hampshire and Oxfordshire areas.

Our financial planning services are best suited to people who are willing to fully engage with the process. We will guide you every step of the way to ensure the financial decisions you make will lead to a happy, stable and fulfilling future for you and your family.

With this in mind, we typically work with people who are:

What our clients say about us

I approached BlueSKY about six months ago looking for investment advice. The meetings I had with BlueSKY were very informative and totally met my investment needs. The meetings were very professionally run, and everything was explained in very simple terms. My adviser formulated an investment plan that totally covered all my needs and requirements. Frank, Marlow A client of ours since 2009
Financial advice is a personal service that requires knowledge and expertise in the markets, but this must be tailored to individual needs and opinions. BlueSKY has achieved this for us for over 10 years. Derek, Newbury A client of ours since 2011
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! Peter, Caversham A client of ours since 2010

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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