Perhaps your previous adviser retired, or maybe you’re simply looking for an alternative approach to financial planning that puts you first. Discover what makes our service different and why our clients choose to stay with us year after year.
If you’ve ever felt overlooked, confused by jargon, or unsure what you’re paying for, it’s only natural to question your current advice arrangements. Financial planning should feel supportive and straightforward, not frustrating, but the good news is a better experience is possible.
Become a Bluesky client, and we’ll start our relationship by listening, understanding what hasn’t worked, and explaining our process in plain English. With transparent fees, regular reviews, and a planning-led approach, you’ll always know exactly where you stand and how we’re helping.
Here, we focus on planning first, not products. Everything begins with understanding your life and goals, then building recommendations around what truly matters rather than chasing short-term market trends.
You’ll work with a dedicated Bluesky planner who gets to know you properly. Meetings are relaxed and conversational, giving you space to ask questions and make decisions at your own pace.
Our charges are always explained clearly and agreed in advance. No hidden commissions or surprises – just straightforward pricing that reflects the work we do and the value you receive in return.
Financial planning isn’t a one-off exercise. That’s why we’ll meet at least once a year, updating your cashflow modelling and checking progress, so your plan evolves alongside your life and ambitions.
Having multiple pensions and investments can be hard to manage. Where appropriate, we streamline arrangements, reduce paperwork and admin, and create a clear structure that’s easier to understand day to day.
Questions don’t wait for scheduled meetings. Our friendly, experienced team is always available by phone, email, or a visit in person, ready to help quickly whenever something arises or you need reassurance.
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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