Independent financial adviser in Newbury

We’re a Chartered financial planning firm serving individuals, families, and solicitors in Newbury and West Berkshire with expert, independent advice built on more than 25 years of experience.

Financial planning in Newbury

Newbury sits at the heart of West Berkshire, combining a thriving town centre with surrounding countryside and villages, and we’ve been helping people here plan secure financial futures for more than 25 years. Based nearby at the Wokingham-Reading border, our office is easily accessible for clients across Newbury and the wider Berkshire area.

As a Chartered financial planning firm, we hold the gold standard qualification in our profession – reflecting both technical expertise and a commitment to ethical advice. Whether you’re a professional preparing for retirement, a family building and protecting wealth, or a solicitor supporting clients through divorce, we provide specialist guidance tailored to your circumstances. We work with individuals seeking joined-up financial planning and legal professionals who require dependable pensions expertise.

Retirement planning for Newbury residents

Newbury’s strong transport links and growing business community mean many residents are balancing busy careers with long-term financial goals. Our planners support Newbury clients with retirement planning, pension consolidation, investment advice, and navigating life events such as divorce, bereavement, or receiving an inheritance.

Every relationship begins with a no-cost initial meeting where we discuss what matters most to you and demonstrate our cashflow modelling technology. This shows how your pensions, savings, and investments may support your lifestyle over time. From creating tax-efficient income strategies to simplifying scattered accounts, we provide the structured guidance and ongoing support Newbury clients value – with regular reviews and easy access to our team whenever you need us.

Supporting West Berkshire solicitors

Family law solicitors in Newbury and across West Berkshire rely on Bluesky for specialist pensions on divorce expertise. Our team includes qualified Pension on Divorce Experts (PODEs) and Resolution-accredited advisers who understand the technical demands of your work.

We prepare detailed pension sharing reports, offer second opinions on complex cases, and use cashflow modelling to help clients understand settlement proposals in practical, real-world terms. We can attend mediation, assist with implementing pension sharing orders, and continue supporting clients with financial planning after settlement. With decades of collaborative experience, we help make complex financial matters more manageable.

Your questions, answered

Below are some of the queries we get asked most frequently by individuals and professionals in Newbury.

Where are you based, and do you work with clients in Newbury?

Our office is at The Barn, Hatch Farm, Mill Lane, Sindlesham, Reading, RG41 5DF – around 25–30 minutes from Newbury by car, with parking available. We regularly work with clients across Newbury and West Berkshire, both in person and via video meetings.

Can you help me plan my retirement if I live in Newbury?

Yes. Retirement planning is one of our core services. We help Newbury residents understand whether their pensions and savings can support their preferred lifestyle and build sustainable income strategies using detailed cashflow modelling.

What are your fees for financial planning in Newbury?

We offer a fixed-fee financial plan with percentage charges for implementation and ongoing management. Our fees are competitive with other Chartered firms and always explained clearly in advance, with no hidden costs.

Contact us

Looking for independent financial advice in Newbury? Get in touch to arrange your complimentary consultation.

    0118 987 6655
    info@blueskyifas.co.uk
    The Barn, Hatch Farm, Mill Lane, Sindlesham, Reading, RG41 5DF
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    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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