Blue Sky Financial Planning

Financial Services in Poole, Dorset
Financial Services in Poole, Dorset Blue Sky prides itself on providing comprehensive independent financial advice. Central to our proposition are our wealth management services delivering active management for all our investment and pension customers. As independent financial advisers we work closely with our customers and communicate frequently. Our priority is to help customers' understanding and we find that regular reviews improve a customer's level of experience which in turn supplies confidence and enhances the relationship between the customer and adviser.

Contact Details

Address
7 Vista Place, Coy Pond Business Pk
Poole, Dorset
BH12 1JY
Phone
Driving Directions

From Website

Blue Sky Financial Planning
read moreOur fortnightly blogs are written by our MD, Gary Neild, based on his ideas and experience around achieving fulfilment. We also have a steady stream of exciting company news. We understand it can be difficult knowing who to trust. We therefore work extremely hard in creating that trust by spending time with you and working in a collaborative way, at a speed which suits you. Have you got an eclectic mix of pensions and investments with no real co-ordinated strategy? The current downturn has highlighted to many people and businesses, the folly of not having an informed strategy.
About Us
read moreKnowledge is power, so the saying goes. The world of the Internet has provided a knowledge platform like never before. Everyone gives everyone advice no matter how qualified they are! The key, of course, is how knowledge is applied. This is true when managing your wealth. It's not about short-term fixes. It's about planning. Done properly, it removes worry. Done properly, it creates excitement about the future. In a world that can appear superficial, here at Blue Sky Financial Planning, we set about creating strong emotional connections to what is possible.
Meet Our Team
read moreGary is Managing Director and Chair of Blue Sky's Investment Committee. Establishing the business in 2002, Gary set out to create his vision for Financial Planning - working with clients to help them understand their choices fully and empower them to live the lives they want without fear or anxiety. Russell's role is predominantly to work with Gary to provide clients with a coherent strategy to meet their goals and manage their risks. Russell thrives on detail and is responsible for much of the portfolio management.
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