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5 tell-tale signs your client needs to speak to a financial planner 20th July 2021

Your clients will often have complex needs. Whether they are a business owner, are managing an inheritance, or going through a divorce they will have individual and specific financial issues…

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Man collecting charity donations in the street, with a small dog
How giving to charity can support good causes and cut your tax bill 20th July 2021

What you leave to your family when you die can potentially be reduced by a significant amount thanks to Inheritance Tax (IHT). Often called “the UK’s most hated tax”, Brits…

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Why courage and staying invested can really boost your wealth 20th July 2021

When stock markets fall, your instinct may be to sell. It’s a perfectly understandable human reaction – after all, no one wants to lose their money. However, how do you…

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red hot air balloon in cloudy sky
What rising inflation means for you – and how to inflation-proof your money 20th July 2021

In recent months you’ve probably seen that the inflation rate in the UK is rising. The rate has increased sharply in the last few months, to 2.5% in June –…

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Guide: 10 simple but effective ways to create a better you 29th June 2021

Search the internet and you’ll find a myriad of self-help sites aimed at helping you to improve your life and get the most out of it. Our latest guide explores…

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The Barn, Hatch Farm, Mill Lane, Sindlesham, Reading, RG41 5DF

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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