Business Details
Expert Financial Planning Services in Poole
At Blue Sky Financial Planning, we believe financial advice transcends numbers on a spreadsheet. Established with a vision to create meaningful emotional connections to financial possibilities, we specialise in comprehensive financial planning tailored to individual and family needs. As an employee-owned company since 2022, our team's personal investment in client outcomes ensures stability, independence, and long-term thinking.We empower clients to take control of their financial futures through bespoke strategies covering investments, tax planning, inheritance solutions, and business succession planning. Our collaborative approach combines technical expertise with a deep understanding of clients' life goals, offering regular portfolio reviews and market insights to navigate economic changes confidently.
Services
Comprehensive Financial Planning
Investment Management
Tax Planning
Inheritance Tax Solutions
Business Succession Planning
Pension Advice
Protection Insurance
Cash Flow Modelling
Estate Planning
Wealth Management
Highlights and features
- We are an employee-owned firm prioritising client interests above shareholder profits
- Our team includes FCA-authorised specialists with decades of combined experience
- We provide transparent advice with regular portfolio reviews and market updates
- Our bespoke strategies combine tax efficiency with long-term wealth preservation
- We offer collaborative financial planning tailored to individual life goals
Associations and certifications
- Financial Conduct Authority
What people say
Beyond expectations
Proactive management
Personalised approach
Exceptional relationship
Financial security
Services
Comprehensive Financial Planning
Our bespoke financial planning service helps clients understand their current financial position and create tailored strategies for future security. We analyse income, assets, and expenditure to develop coordinated investment portfolios that align with personal goals and risk tolerance. Regular reviews ensure strategies adapt to changing circumstances and market conditions, helping clients achieve retirement objectives, intergenerational wealth transfer, and long-term financial independence.
Investment Management
We offer four investment approaches including active model portfolios, discretionary fund management, passive strategies, and bespoke portfolio creation. Our team conducts ongoing market analysis and portfolio evaluations to optimise returns while maintaining appropriate risk levels. Specialising in pension investments and tax-efficient solutions, we help clients grow wealth through diversified portfolios aligned with their financial objectives and market opportunities.
Tax Planning
Our tax planning service focuses on minimising liabilities through legitimate allowances and reliefs. We specialise in inheritance tax solutions, capital gains tax optimisation, and income tax strategies for high-net-worth individuals. By integrating tax planning with overall wealth management, we help clients preserve capital through strategic gifting, trust arrangements, and pension contributions while maintaining liquidity and financial flexibility.
Business Succession Planning
We assist business owners in developing succession plans that ensure smooth transitions while maximising value. Our services include valuation analysis, ownership transfer strategies, and key person protection. By aligning personal financial goals with business objectives, we help owners prepare for retirement, facilitate management buyouts, and implement tax-efficient succession structures that protect both business interests and family wealth.
Protection Insurance
We provide comprehensive protection solutions including life assurance, critical illness cover, and business protection strategies. Our approach ensures clients have appropriate safeguards against unforeseen events that could impact financial security. For businesses, we implement shareholder protection and key person cover to mitigate risks associated with unexpected death or disability of essential personnel, ensuring business continuity and financial stability.
People
Gary Neild
CEO
With over 20 years' experience, Gary leads our investment committee and strategic direction. He established Blue Sky's employee ownership model to prioritise client interests. Gary specialises in creating long-term wealth strategies and has developed our market-leading weekly investment updates.
Russell
Financial Adviser
Having worked with clients for over 12 years, Russell specialises in cross-border financial solutions and complex investment transfers. He focuses on building long-term relationships, providing personalised advice that adapts to clients' evolving needs while maintaining regulatory compliance across international jurisdictions.
Gus
Financial Planner
With three years' experience at Blue Sky, Gus delivers tailored financial solutions focusing on cash flow projections and retirement planning. He works closely with clients to understand their risk profiles and life goals, ensuring investment strategies align with personal aspirations and market realities.
Tammy
Wealth Manager
Tammy manages portfolios for high-net-worth clients, specialising in pension consolidation and tax-efficient investments. With extensive experience in both personal and business financial planning, she helps clients achieve intergenerational wealth transfer while maintaining liquidity and growth potential.
Questions
What makes Blue Sky different from other financial advisers?
As an employee-owned firm, we prioritise client interests over shareholder profits. Our team's personal investment in client outcomes ensures stability, independence, and long-term thinking.
How do you approach investment management?
We offer four approaches: active model portfolios, discretionary fund management, passive strategies, and bespoke portfolios tailored to individual risk profiles and financial objectives.
Can you help with cross-border financial planning?
Yes, our team has extensive experience managing international financial arrangements, including cross-border investments, pensions, and tax-efficient wealth transfer strategies.
What protection services do you offer?
We provide life assurance, critical illness cover, private medical insurance, business protection, and long-term care solutions tailored to individual and corporate needs.
How often do you review financial plans?
We conduct annual reviews as standard, with additional check-ins available. Investment portfolios are monitored daily and adjusted according to market conditions and client needs.
Do you work with business owners?
Yes, we specialise in business succession planning, shareholder protection, and corporate investment strategies to help owners maximise value and ensure smooth transitions.
