BlueSKY named as one of the UK’s Top 100 financial planning firms

At BlueSKY, we’ve always been committed to providing the very highest levels of advice, support and service. From our Chartered status to our bespoke, independent service, we strive hard to offer something that you simply wouldn’t get from any other financial planning firm.

Now that hard work and commitment has been recognised, as we’ve been named as one of the UK’s Top 100 financial planning firms by a leading professional publication.

The annual list of the top financial advisers is published by New Model Adviser, and this year we have been recognised along with 99 other firms for our contribution to the professional financial planning community.

BlueSKY named as one of the UK’s Top 100 financial planning firms

Each year, New Model Adviser publish an annual list of financial planning businesses they think are doing a great job for clients as well as staff and are contributing to the profession as a whole.

This year, we’re delighted to have been included in the Top 100 list, recognising the hard work, professionalism and commitment of the whole BlueSKY team. As the only Reading-based company in the list, we’ve been singled out as a leader in our field based on criteria including:

  • Well-qualified staff
  • Robust investment propositions
  • Good use of technology
  • Willingness to share best practice
  • Client education
  • Contribution to professional standards

New Model Adviser also took other factors into consideration; from the charity work being undertaken by financial planners to matters such as diversity, transparency and succession planning.

What did the New Model Adviser Top 100 say about BlueSKY?

“BlueSKY Chartered Financial Planning has worked hard to improve itself in the last year…the business has turned its client journey on its head and rebuilt its processes to give support and insight to clients much more consistently.”

New Model Adviser also report the positive impact we have had on our clients’ lives.

“One client burst into tears of joy when the firm spotted an erroneous pension valuation, enabling her to…focus on the more important things in life.”

‘The best of the professional’ financial planning community

Will Robins, editor of New Model Adviser, says that becoming a Top 100 firm is “the title that celebrates the best of the professional financial planning community”.

“This year proved firms are doing more and working harder (or smarter) than ever. Congratulations to all the firms that made this year’s Top 100 list. This publication is evidence of a great profession working hard for clients.”