Avinashi and Gita

Avinashi
My name is Avinashi Patel and this is my wife Gita Patel. We’ve been married for 46 years. We have been clients of BlueSky since 2017 so approximately seven years, but we’ve known Chris longer than that.

Initially, we had some pension pots from the workplace, it was a pharmacy that we were working in, and we needed to sort them out. We were introduced to our old financial adviser, and later, he introduced Chris to us. Then from 2018 when Chris became independent, we took him on as our financial adviser.

Gita
Chris helped us out with the pension pots we had. He gives you sound advice and also, because I’m not too familiar or not too confident with our financial affairs, but Chris assured me that “Everything will be fine, and we will guide you through it.” In case anything happened to Avinashi, Chris will be very helpful. He said, “You don’t have to worry. Everything will be sorted for you.”

Avinashi
We chose BlueSky because of their adviser, Chris Friel. We had experience with him before, and he’d given us sound advice, so we thought “This is a company we can trust to manage our finances.” Working with BlueSky gives a sense of security for me and my family and to that end, I have put Chris’s name and BlueSky’s name on my LPA, Lasting Power of Attorney for our finances, so if anything were to happen to me or Gita, he can give advice to whoever is remaining including our children.

Gita
Chris is really good, he’s very thorough. He shows us all the graphs, how it works, and he’s very helpful. No question is responded as if, you know, “How can you not know this?” It’s always important that he will help and explain to you in depth. That’s what I like about BlueSky and Chris.

Avinashi
If I was to use three words to describe BlueSky and Chris, I would say trustworthy, honest, and reliable.

Gita
We’ve been able to look at our health and what we can do about it. We’ve been able to progress and do more for our grandson. We just had a grandson two years ago, so we’ve been helping my daughter as well. So, it’s worked very well being with BlueSky and Chris,

Avinashi
The best thing about working with BlueSky for me is that I can call him almost any time of the day. I can send him a message, SMS Message, WhatsApp, or email, and I get a response within 24 hours.

Gita
Any time you need any help, if you are stuck with anything, or you need to ask him any questions, he will be there for you. The best thing is that we have introduced our children to him. Both of them are not very familiar with financial situations, but Chris will give them the right advice and you are assured that he will help you anytime, anywhere, whatever time it is.

Avinashi
I would recommend BlueSky to anyone who is looking for a financial adviser. I’ve already recommended Chris to my children who are using them. They’re absolutely happy with him, so I have no hesitation in recommending BlueSky and Chris. The reasons why I would recommend BlueSky are because of the reliability, the advice is sound, and they’re always approachable, reliable to contact and responsive as well. So, those are my reasons; you know you can trust BlueSky to come back to you when you need them.