Divorce or bereavement can turn your financial world upside down at the most difficult times in life. Learn how our compassionate, expert guidance helps you navigate these challenges and find financial security when you need it most.
Divorce, bereavement, or other sudden change can turn your world upside down, and your finances with it. Decisions often need to be made quickly, at exactly the moment you feel least equipped to make them – but you don’t have to handle this alone.
At Bluesky, we really take the time to understand your new situation. Then, we help you organise your finances, and create a sensible plan for what comes next. Step by step, our specialists will help you regain control and move forward free from worry.
When everything feels uncertain, even simple decisions can feel overwhelming. Our team will help you organise accounts, understand what you have, and prioritise next steps so you can focus on what matters most.
Pensions are often the largest and most confusing assets to untangle. Fortunately, it’s where we specialise. Our experts will review your options, explain the implications, and make arrangements that support your long-term needs.
It’s likely that a change in income or assets will affect everyday spending. Using advanced cashflow modelling software, we show you how your finances look over time and identify practical adjustments to keep things sustainable.
Periods of change often make people cautious or reactive. Our team follows an investment approach aligned to your new goals, helping protect what you have while still allowing for sensible growth.
Your new situation likely means there are forms, providers, and policies to update. Let us handle the administration on your behalf, liaising with institutions directly and keeping the process straightforward.
Sometimes you simply need a calm voice and practical guidance. Our friendly, empathetic colleagues are here to listen, explain options in plain English, and support you at a pace that feels right for you.
Getting your entire personal and financial life in order with the help of a professional sounds complicated. But it doesn’t have to be, when you follow our simple step-by-step process.
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Whether it’s phone, email or via our website, get in touch – we’re here to help.
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A member of our team will call you to find out more about your circumstances and understand what you need help with.
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If we establish that we can help you, we’ll explain how we work, the fees involved, and the next steps.
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Our first meeting is at our cost. While there’s no obligation to proceed, it’s important that we both arrive at the meeting knowing there could be value in us working together.
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After our first meeting, we’ll send you a clarification letter to confirm the proposed work and the benefits of this to you.
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During this, we’ll discuss our initial findings, and spend time adjusting the cashflow modelling to ensure all your future aspirations are correctly reflected in the work we’re doing.
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Following on from our cashflow meeting, we’ll get to work on finalising your bespoke financial planning report.
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After presenting your financial plan, we reach a “fork in the road.” For many clients, the journey will continue as you’ll want Bluesky to implement the actions outlined in the financial plan
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Putting a plan in place is a great start, but things will change and your plan will need to be reviewed regularly.
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.
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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