Enjoying retired life

Continue to find joy in each day of your retirement and rid yourself of money worries.

What’s your goal?

Being retired is all about stretching your legs and rewarding yourself for a life you’ve worked hard to have. It’s the perfect time to enjoy new pastimes and do those things you’ve always dreamed of.

Continue to have financial security

Have a secure plan in place

Live life to the fullest

Spend time with family

First, let’s understand where you are on your journey

You are disappointed in investment returns

Investment returns power a financial plan, so you are looking for a planner who will look at what you want to achieve, and then make recommendations as to how you can get there.

You excel in managing your money

“Cost savvy” is a word that describes you rather nicely. Having worked hard for your wealth, you are careful with your pennies and wish to ensure you have enough to last.

You are enjoying financial security

Having a financial plan and your ducks in a row has allowed you to have peace of mind in retirement and meet your goals. However, you must think about what’s in store for the years ahead.

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Now, it’s time to understand how we’ll help you meet your goals

Your retirement and plans for later life are our priority. Partnering with you, we focus on growing, protecting, and preserving your wealth so you can enjoy the freedom of retirement with the assurance that everything is handled.

While you are busy relaxing on a faraway beach, enjoying time with friends and family, or picking up new hobbies, we make it our mission to put a long-term plan in place that provides solutions to your financial worries.

The BlueSky journey
Planning for the future
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Nearing retirement
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Arriving at retirement
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Planning for later life
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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

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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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Book an appointment

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

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Contact the team