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

hear their story

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

Rob

hear their story

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

Avinashi and Gita

hear their story

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

John and Elaine

hear their story

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

06/11/24

4 valuable ways lifetime cashflow forecasting could give you financial confidence

06/11/24

Are your loved ones relying on an inheritance to reach life goals?

06/11/24

The pros and cons of buying a new-build property

06/11/24

Investment market update: October 2024

06/11/24

Proposed tax changes could lead to your private school bill jumping 20%

06/11/24

2 key Budget announcements that may affect your financial plan

06/11/24

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

06/11/24

Investment market update: September 2024

06/11/24

6 lifestyle tips that could reduce your biological age

06/11/24

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

06/11/24

2 valuable types of financial protection to consider if you have a family

06/11/24

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

06/11/24

Inheritance Tax: How does the UK compare internationally?

06/11/24

The bucket-list weekend breaks perfect for wine connoisseurs

06/11/24

Investment market update: August 2024

06/11/24

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

06/11/24

How to join the pension treasure hunt and discover “lost” savings

06/11/24

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

06/11/24

Inheritance Tax: 5 shrewd strategies for reducing a potential bill

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

Investment market update: July 2024

06/11/24

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

06/11/24

The surprising effect your childhood has on your money mindset

06/11/24

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

06/11/24

4 scenarios where an offset mortgage could be useful

06/11/24

Investment market update: June 2024

06/11/24

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

06/11/24

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

06/11/24

Could downsizing help fund your retirement?

06/11/24

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

06/11/24

How a financial plan could alleviate your inflation worries

06/11/24

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

06/11/24

Investment market update: May 2024

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

8 fantastic reasons to support local causes for Small Charity Week

06/11/24

Investment market update: April 2024

06/11/24

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

06/11/24

Investment market update: March 2024

06/11/24

Everything you need to know about lifetime mortgages

06/11/24

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

06/11/24

Retirement planning: Bringing together your goals and finances

06/11/24

Investment market update: February 2024

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

All the winners and losers from the 2024 Spring Budget

06/11/24

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

06/11/24

Investment market update: January 2024

06/11/24

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

06/11/24

How to protect financial gifts to your children from relationship breakdowns

06/11/24

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

06/11/24

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

06/11/24

Retirement planning: The importance of setting out your lifestyle goals

06/11/24

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

06/11/24

Investment market update: December 2023

06/11/24

4 insightful property market predictions for 2024

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

Retirement planning: Should you consider a phased retirement?

06/11/24

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

06/11/24

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

06/11/24

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

06/11/24

Investment market update November 2023

Book an appointment

It’s easy to schedule a meeting. Use the link below to reserve a 30-minute slot in our diary.

book an appointment