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
Hero animation
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
Read more
Nearing retirement
Read more
Arriving at retirement
Read more
Enjoying retired life
Read more
Planning for later life
Read more

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?

Bluesky Independent Wealth Managers Ltd profile

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.

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

10 of the world’s best destinations to travel to during winter in the UK

How creating a care fund could provide you with essential protection later in life

7 incredible events you can look forward to in 2025

Investment market update: November 2024

5 practical ways you could keep your child’s retirement on track

The key Autumn Budget takeaways business owners should be aware of

3 simple questions that may help you update your life goals for 2025

4 valuable ways lifetime cashflow forecasting could give you financial confidence

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

The pros and cons of buying a new-build property

Investment market update: October 2024

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

2 key Budget announcements that may affect your financial plan

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

Investment market update: September 2024

6 lifestyle tips that could reduce your biological age

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

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

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

Inheritance Tax: How does the UK compare internationally?

The bucket-list weekend breaks perfect for wine connoisseurs

Investment market update: August 2024

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

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

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

Inheritance Tax: 5 shrewd strategies for reducing a potential bill

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

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

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

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

Investment market update: July 2024

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

The surprising effect your childhood has on your money mindset

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

4 scenarios where an offset mortgage could be useful

Investment market update: June 2024

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

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

Could downsizing help fund your retirement?

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

How a financial plan could alleviate your inflation worries

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

Investment market update: May 2024

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

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

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

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

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

8 fantastic reasons to support local causes for Small Charity Week

Investment market update: April 2024

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

Investment market update: March 2024

Everything you need to know about lifetime mortgages

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

Retirement planning: Bringing together your goals and finances

Investment market update: February 2024

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

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

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

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

All the winners and losers from the 2024 Spring Budget

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

Investment market update: January 2024

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

How to protect financial gifts to your children from relationship breakdowns

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

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

Retirement planning: The importance of setting out your lifestyle goals

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

Investment market update: December 2023

4 insightful property market predictions for 2024

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

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

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

Retirement planning: Should you consider a phased retirement?

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

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

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

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

Contact the team