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:

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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Seeking
pension 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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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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Business
owners

We work with business owners and entrepreneurs to help them make the most of their hard-earned rewards.

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Receiving an
inheritance

Receiving an inheritance bestows a sense of responsibility. We’ll help you make the most of the opportunity you’ve been gifted.

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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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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 Going green – find out who’s the BlueSKY 2021 chosen charity
Latest Dementia and financial planning – what you need to know
Latest Introducing BBOWT – the BlueSKY chosen charity for 2021