We understand that the financial world can be a daunting place for many.
Furthermore, choosing the right Financial Planner for your circumstances is an important decision.
To help you make that choice, we want to show you the BlueSKY Difference. Our approach is fundamentally different to what you will typically find with many other financial advisers:
We are Financial Planners.
As Financial Planners, we want to understand your aspirations for life before anything else. We never sell you a product; instead, we get to know your most pressing challenges and personal goals in order to set you on the right path to eradicating the former and achieving the latter.
We are Chartered.
Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices. By working with a team of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.
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We are independent.
As a firm of independent Financial Planners, we have no obligation to any one product provider. Instead, we are free to advise on products from the entirety of the market. This means that we work for you; your best interests are at the heart of every recommendation we make.
We are local.
We invite all our clients to meet with us in our offices, based in Earley, Reading. For this reason, we predominantly work with clients in the wider Reading, Berkshire, Surrey, Hampshire and Oxfordshire areas.
We hold the Pension Transfer Gold Standard
We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded Defined Benefit pension transfer advice.
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We are collaborative.
We prefer a collaborative approach to financial planning, as this is the best way to achieve bespoke solutions. We will also work with other professional advisers to ensure all the legal, tax, accounting and financial advice you get is streamlined and cohesive.
We are friendly and down-to-earth.
The thought of working with a Financial Planner may be intimidating to some. Our team are friendly, personable and work with you patiently, in a completely uncondescending way. We help make complex decisions simple, taking time to explain your options in clear, jargon-free language.
We are a safe pair of hands.
We are authorised and regulated by the Financial Conduct Authority (FCA). You can view our entry on their register by clicking here.
We are members of Resolution.
As Resolution members, our team are proven experts in the legal and financial implications that arise from divorce or separation. Our Financial Planners have demonstrated their skills and expertise in working harmoniously with clients who are facing family disputes and their legal advisers.
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We are a Top 100 Financial Planning firm
Each year, New Model Adviser (NMA) magazine assesses all financial planning firms across the UK to create a list of the Top 100. BlueSKY has been recognised for doing a great job for our clients and staff, as well as contributing to the profession as a whole.