FAQs
Your BlueSky Financial Plan is like a road map… for your financial security and independence. It will guide you on a journey from where you are now, to where you want to be.
It will provide answers to the questions that matter to you the most and give you the peace of mind and confidence of what action needs to be taken to ensuring your achieve your financial goals.
Our fees vary based on the complexity of your circumstances. As way of example the BlueSky Standard Financial Plan fee is £1,750. If your needs are more complex and require a Focused Financial Plan then the fee will range from £2,000 up to £3,250 and agreed at outset. Learn more here.
We have meeting rooms in Edinburgh, Glasgow, Manchester and London. With the efficient use of technology and online meetings we assist clients all over the UK. We understand that flexible working patterns offer us all the opportunity to have a better work life balance than in past years and we are no different. Therefore, we will meet at a time that suits you. Bottom line is we want to help and will go above and beyond to make this happen.
Yes, we are and believe that this allows for the best outcomes for our clients.
Yes, Bluesky Independent Wealth Managers Ltd are authorised and regulated by the Financial Conduct Authority (Registered number 749888).
Our relationship is with you, not your money. Our fixed fee charges are based upon the complexity of your individual circumstances and therefore the time it takes us to provide you with the service you require.
Our expertise is in the planning, and this is what you pay for. It’s not linked to selling a product. Our fees are clear, transparent and easy to understand. Our clients tell us they are great value for money. Learn more here.
No, we are happy to have an initial discussion and explore if we can be of benefit to you. If you decide not to engage any further there is no cost to yourself.
An open mind and understanding of what you main planning objectives are. Don’t worry about facts and figures, this will all come together if we decide to work together moving forward.
30 minutes is usually a good time for us to chat, have a good introduction, explore your needs and our services.
No, we prefer if you take stock of our discussions and information shared. Once you have had time to consider we can pick up again.
We use “Calendly” which provides you with direct access to our diaries. You will find this within the contact section of our website and also within our individual profile information. Alternatively, just call or email and we will assist.
