Your BlueSky journey
Let us walk you through a simple, effective, four-step process to set you on the path to achieving your goals.
Discovery
The first step involves taking the time to gain an understanding of what you want from your life, and why. What lifestyle do you want to achieve? We start by listening, we make sure that you lead the process, and we facilitate. We work in partnership to understand your goals, objectives, aspirations, and current financial position.
Enlightenment
Time for us to crunch the numbers. We take stock of the information you have shared: current income, outgoings, assets and liabilities. Combined with your goals and aspirations, this information will help us formulate a visual and tangible BlueSky Financial Plan that you can fully engage with.
Making it happen
All plans need effective and efficient implementation. All clients have two choices: you can implement the financial plan yourself, or we can do it for you. If we implement the plan, we’ll provide you with a detailed product recommendation report, set everything up in line with the recommendations, liaise with relevant parties, and provide you with a summary of all actions.
Staying on course
The last step in the process, but the most important. We’re with you throughout your journey, ensuring you’re always on track. Think of us as your guide, charting a path to your desired lifestyle. At regular intervals, we take stock, focus on your objectives, and calculate where you are against achieving them. We’ll make the necessary changes to your plan to ensure you achieve your goals.
Breaking down how we charge
One thing that sets us apart from other financial planners is the fact that we charge a fixed fee rather than a percentage. These are designed to be fair and transparent, and they are based on the complexity of your individual circumstances.
Download your guide to our services and fees
An introduction to who we are, how we can help and the process of building your BlueSky Financial Plan.
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 storyBook an appointment
It’s easy to schedule a meeting. Use the link below to reserve a 30-minute slot in our diary.
