Building a plan for all life’s moments

As independent lifestyle financial planners, we provide you with the peace of mind to enjoy life without financial stress. Let us take care of the details, so you can focus on what truly matters to you. Think BlueSky, think financial freedom.

Build your financial plan

1. Discovery

Together, we take the time to gain an understanding of what you want from your life, and why.

2. Enlightenment

Time for us to crunch the numbers and formulate a visual and tangible BlueSky Financial Plan.

3. Making it happen

All plans need effective and efficient implementation. We’ll take the responsibility from you and implement your plan.

4. Staying on course

Think of us as your guide, charting a path to your desired lifestyle. We’ll make the necessary changes to ensure you achieve your goals

We’ll help you if you are…

Planning for the future

Nearing retirement

Arriving at retirement

Enjoying retired life

Planning for later life

We’ll provide answers to the questions that matter to you

By listening closely to your unique motivations, we help you to become the best version of yourself and provide financial clarity through the different stages of life.

When will we have enough money to retire?

What lifestyle is achievable in retirement?

Will my family be financially secure if I become ill or die?

How do we make the most of what we have already?

Can I afford to give money away to my loved ones?

We're on VouchedFor

VouchedFor is the UK's leading review platform for financial and legal advisers. Click on the logo to read positive words and more than 150 kind reviews left by our clients.

In our clients' own words

"Working with BlueSky makes us feel confident and informed about the future."

Chris and Maureen

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"Kevin has given me immense reassurance about my financial future, I feel secure and confident in my retirement plans."

Rob

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"Working with BlueSky gives us and our family a sense of security."

Avinashi and Gita

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"Our discussion with BlueSky has helped us step out with confidence to enjoy life at this stage."

John and Elaine

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A team that guides you

These are the people who make it all happen. You should know that we never stand still; we’re always asking ourselves what we can do better for our clients. Because happy clients mean a happy team.

Kevin Gribben

Director & Chartered Financial Planner

Chris Friel

Director & Chartered Financial Planner

Jon Young

Financial Planner

Claire Collins

Practice Manager

Claire Friel

Client Support Assistant

The benefits of a BlueSky Financial Plan

Financial planning has the power to be life changing and as financial planners our focus is on you. Learn more about the benefits of a BlueSky Financial Plan here.

Dive into our latest blogs

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2 key Budget announcements that may affect your financial plan

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Your Autumn Budget update – the key news from the chancellor’s statement

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Investment market update: September 2024

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6 lifestyle tips that could reduce your biological age

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What’s an affordable amount to spend on your mortgage?

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Could a financial plan give you the confidence to retire sooner?

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Inheritance Tax: How does the UK compare internationally?

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The bucket-list weekend breaks perfect for wine connoisseurs

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Investment market update: August 2024

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74% of financial advice from social media leads to an “undesired outcome”

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How “lifestyle financial planning” could help you reach your goals

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Inheritance Tax: 5 shrewd strategies for reducing a potential bill

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Inheritance Tax: The basics you need to know about the “death tax”

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Why taking your pension as a lump sum could leave you with a huge tax bill

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Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

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3 in 5 homeowners are considering using equity release to fund their retirement plans

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Investment market update: July 2024

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Why tuning out political speculation may help you stick to your financial plan

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The surprising effect your childhood has on your money mindset

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3 fun ways you can pass on essential money lessons to children

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4 scenarios where an offset mortgage could be useful

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Investment market update: June 2024

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How “time travelling” as part of your financial plan could help you secure your goals

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The value of financial planning: How it could help you achieve your aspirations

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Could downsizing help fund your retirement?

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The value of financial planning: The intangible benefits that could boost your wellbeing

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How a financial plan could alleviate your inflation worries

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Explained: When do you need to declare the interest earned on savings?

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Investment market update: May 2024

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5 breathtaking coastal walks you can take this summer in the UK

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Landlords could end up with larger Capital Gains Tax bill despite Budget cut

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The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

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3 useful options you may want to consider when passing on assets to your loved ones

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How to calculate what’s “enough” when selling your business

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8 fantastic reasons to support local causes for Small Charity Week

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Investment market update: April 2024

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Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

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Investment market update: March 2024

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Everything you need to know about lifetime mortgages

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What you need to know about taking your pension tax-free lump sum in 2024/25

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Retirement planning: Bringing together your goals and finances

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Investment market update: February 2024

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As rental growth slowed in 2023, is buy-to-let still profitable?

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Have you overlooked speaking to your beneficiaries as part of your estate plan?

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Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

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More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

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All the winners and losers from the 2024 Spring Budget

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Your Spring Budget update – the key news from the chancellor’s statement

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Investment market update: January 2024

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Investors are turning to government bonds. Here’s what you need to know

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How to protect financial gifts to your children from relationship breakdowns

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5 handy tips that could help couples create an effective financial plan

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The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

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Retirement planning: The importance of setting out your lifestyle goals

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Guide: Everything you need to know about annuities when creating a retirement income

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Investment market update: December 2023

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4 insightful property market predictions for 2024

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Explained: The basics you need to know about Venture Capital Trusts

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The pros and cons of choosing a living legacy over leaving an inheritance

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The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

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Retirement planning: Should you consider a phased retirement?

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Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

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IMF predicts interest rates squeezing mortgage holders won’t start to fall until 2028

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Why joining the “5 am club” could boost your productivity and wellbeing

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Investment market update November 2023

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