Based in the heart of the Thames Valley, we’ve been helping people successfully navigate their finances for more than 25 years. Discover more about our heritage and what makes us tick.
Bluesky was established in the 1990s, and built from the ground up with a clear vision: to provide genuinely independent financial planning that puts clients’ needs first, always. Over the years, we’ve grown into a team of skilled professionals, but have never lost sight of what matters most: the real people behind every pension pot and investment portfolio.
Over recent years, the business has evolved. Our founder Mark retired in 2022, at which point Rob, an existing co-owner of Bluesky, was joined in the running of the business by Jeremy who’s been working here since 2014. Both are Chartered financial planners committed to upholding the high standards and ethical approach that have always defined Bluesky.
Today, we’re proud to be one of only two Chartered firms in Reading, a recognition of our technical competence and commitment to professionalism. We work with individuals and families across Berkshire and the Thames Valley, as well as supporting family law solicitors with complex pension matters on divorce.
As a Chartered firm, we’re proud to continually hold ourselves to the very highest of ethical and professional standards.
With us, you’re never just a number. Our hands-on, personalised approach is one that larger firms simply can’t match.
At all times, our goal is to strip away the jargon and complexity, leaving you with a clear, easy-to-understand path forward.
Our planning-led philosophy is designed to remove worry, leaving you with total confidence in your financial security.
When you’re trying to choose which financial planning firm to work with, there’s no substitute for hearing from others pleased with their decision. Here’s what some of our valued clients have to say about us.
With decades of combined experience, you’re in safe hands no matter which member of Team Bluesky you speak to. Get to know us a little better here.
Helping your clients reach their ideal destination in life starts with being better informed. That’s why we’re so happy to freely share our expertise for you to use and enjoy.
Chartered Financial Planners serving Reading, Berkshire, and the Thames Valley. Bluesky Chartered Financial Planners is a trading style of Bluesky Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority under reference 914561. Bluesky Financial Planners Ltd is registered in England & Wales No. 11936113. Registered Office: The Barn, Hatch Farm, Mill Lane, Sindlesham, Reading, RG41 5DF.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.
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