Ready to find your perfect financial adviser?
In the last of Russell’s blogs, we demonstrate why we thrive on making our clients’ hopes and dreams come true.
A blog from Russell Skinner, APFS CFP™ Chartered FCSI (Financial Planning)
Chartered Financial Planner and Managing Director of Blue Sky Financial Planning
Timely, bespoke and detailed financial planning changes lives for the better. You have nothing to lose by starting your search for the right financial adviser, and absolutely everything to gain.
Whatever has brought you to this point in your quest for advice, whether it’s simply wishing to coordinate your wealth more effectively or whether you have a particular challenge to face, we would be delighted to help you make sense of it all.
Investing, retiring, selling a business, tax planning or minimising the impact of care fees – none should be viewed in isolation. We promise to take all the time needed to understand exactly what is happening for you, and what your ideal plan for the future looks like. Once we have done that, only then will we provide the bespoke advice to help you live the life you want.
We thrive on making our clients’ hopes and dreams come true.
We have countless client testimonials gathered over two decades in business. You can see many of them here. However, let me leave you with this one from a couple based in Dorset – their experience is ‘normal’ for our clients.
“We joined Blue Sky after having been with an adviser linked to our Bank for some time. The contrast is significant, with Blue Sky being far more proactive and actually managing our money. We have been impressed by the focus on understanding us, our priorities and aims, and our appetite (or otherwise) for risk. We have been particularly impressed and reassured by the cash flow projections that have helped us to understand our future needs in a way we never have before. We’ve also appreciated the regular market updates; communication is so important.
We have been meeting with our adviser, Gus, regularly since we joined Blue Sky three years ago and have always felt that he is advising us based on our situation rather than simply following a house model. We’ve also really appreciated the lack of hard sell, with him actually suggesting that we spend more to enjoy ourselves more! Refreshing!
With any adviser, the relationship depends to a large extent on the individuals you deal with. We have found dealing with Gus and everyone at Blue Sky to be a positive experience. From an overall perspective we like the culture and approach that Gary Neild has developed within Blue Sky and look forward to the future with a calm sense that our investments are managed perfectly.”
To start your journey with us, call 01202 756 560 or email info@blueskyfp.co.uk.
More about Blue Sky Financial Planning
Here at Blue Sky, we are an independent financial planning firm with registered IFAs and wealth managers within our employed team. Regulated by the FCA with an impeccable reputation for client services and no upheld complaints, we thrive on making our clients’ hopes and dreams come true. We take a holistic approach wherever possible and only recommend products and services that will serve the end goals of the clients. You can learn more about the Essence of Blue Sky here.
