Why people choose us

Picking the right financial planner is one of the most important decisions you’ll ever make. Here’s why individuals and families across Berkshire and the Thames Valley choose to work with Bluesky.

Wisdom you can rely on

Bluesky is a Chartered firm, one of only two in Reading. Chartered status is awarded by the Chartered Insurance Institute and is widely recognised as the gold standard in financial planning. It’s a symbol of technical competence, professional excellence, and a public commitment to upholding the highest ethical standards.

For you, this means you’re working with advisers who’ve demonstrated advanced knowledge across all areas of financial planning, from pensions and investments to tax and estate planning.

Our Chartered financial planners are committed to ongoing professional development, ensuring their expertise stays current. It’s your assurance that you’re in exceptionally capable hands.

Specialist expertise in life transitions

Our advisers are also members of Resolution, the UK’s leading organisation for family law professionals. The fact that our director Rob also holds Resolution’s Specialist Accreditation demonstrates our expertise in supporting people through divorce, including complex pension sharing matters. If you’re navigating changing circumstances, you can be confident we understand both the financial and emotional challenges you’re facing.

What clients say

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.

1000%

of clients believe that working with us has helped or will help them achieve their financial goals.

1000%

of clients would recommend us to their friends, family, or colleagues.

920%

of clients were very satisfied that we understood their needs, goals, and objectives.

Bluesky Chartered Financial Planners profile

We’re Top Rated

VouchedFor is the UK’s leading independent review site for financial advisers and planners, solicitors, and the professional services field. It’s a source of great pride to us that we have advisers named Top Rated by the site, based on glowing feedback from our clients.

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BlueSky Chartered Financial Planners
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