Bluesky Chartered Financial Planners
Bluesky Chartered Financial Planners is a financial consulting firm based in Reading, England. They offer a range of financial services to their clients, including financial planning, investment management, and retirement planning. With a team of experienced professionals, Bluesky Chartered Financial Planners is committed to providing personalized solutions to help their clients achieve their financial goals.
Introduction to Bluesky Chartered Financial Planners
Bluesky Chartered Financial Planners is a financial planning company based in Reading, England. The company was established in 2010, with the aim of providing top-notch financial services to individuals and businesses. What sets Bluesky Chartered Financial Planners apart is their commitment to providing bespoke financial solutions that are tailored to the needs of each client.Services & products
Bluesky Chartered Financial Planners offer a wide range of financial services that include investment planning, retirement planning, tax planning, estate planning, and more. The company's financial consultants work closely with clients to understand their unique financial situation and develop a customized plan that will help them achieve their financial goals.Location
Bluesky Chartered Financial Planners is located in Chalfont Cl, Earley, Reading RG6 5SY, United Kingdom. The area is home to various businesses, including restaurants, cafes, and shops. Customers can expect a vibrant and friendly atmosphere when visiting the area. The company is easily accessible by public transport, with the nearest bus stop (The Bulmershe School) located just 0.2 miles away. Other nearby public transportation options include Earley Railway Station (1.2 miles) and Reading Railway Station (2.8 miles).Benefits
Customers should choose Bluesky Chartered Financial Planners because of their commitment to providing personalized financial solutions. The company's financial consultants are highly skilled and have years of experience in the industry. Their approach is transparent, and they work closely with clients to help them achieve their financial goals.Good to know
Customers should be aware that the company's services are tailored to the needs of each client. This means that the financial solutions provided by Bluesky Chartered Financial Planners may be different from those offered by other financial planning companies.Reviews
Customers have praised Bluesky Chartered Financial Planners for their professionalism, expertise, and personalized approach. Clients have reported that the company's financial consultants are knowledgeable, friendly, and always willing to go the extra mile to ensure customer satisfaction.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
At Bluesky Chartered Financial Planners, we offer a wide range of financial services including investment planning, retirement planning, estate planning, tax planning, and insurance planning.What experience do your financial consultants have?
Our financial consultants at Bluesky Chartered Financial Planners have many years of experience in the financial industry. They are highly qualified and trained professionals who are dedicated to providing the best possible financial advice and solutions to our clients.How do you charge for your services?
We charge our clients for our services based on a fee-only basis. This means that we do not receive any commissions or compensation from any third-party financial products or services. Our fees are transparent, and we provide a detailed breakdown of all costs associated with our services.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We are proud of the work we do, and we are happy to share our success stories with potential clients.How will you tailor your services to meet my specific financial goals and needs?
We understand that every client's financial situation is unique, and we take a personalized approach to our services. We will work closely with you to understand your specific financial goals and needs, and we will develop a customized financial plan that meets your individual requirements. We will regularly review and update your plan to ensure that it continues to meet your changing needs and circumstances.Reviews
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Jane Ziemba
We used Bluesky for finanical planning and investment advice. Rob is professional, trustworthy, knowledgeable and explains things in such a way that you can completely understand everything. We have found the whole team at Bluesky friendly, very efficient and a pleasure to deal with. We can highly recommend Bluesky Chartered Financial Planners.
28-02-2023
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Claire Way
I needed to arrange a partial pension transfer as part of my divorce settlement and Mike Thompson has completed this for me, giving me full information to enable my decision making, readily answering any and all questions and responding quickly to my requests. I have no hesitation in recommending Mike to anyone, he is a professional and knowledgeable advisor and a thoroughly nice guy.
28-01-2023
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Kevin Saunders
very good service plus made the report up just so it showed all my options for my retirement and when I could look at retiring
28-12-2022
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Andrew Vettese
Following recommendation from a friend, my wife and I met with Bluesky (Jeremy) to discuss options for our future financial planning. We now have a consolidated view of our pensions and general investment portfolio secure in the knowledge they are invested in accordance with our agreed risk profile. This provides us with a good deal of confidence in our financial security moving towards retirement. We would highly recommend Bluesky to other people looking for professional advice and management of their finances.
28-12-2022
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Nicola Kaye
Blue Sky managed our mother's investments very successfully for years. When we had to invoke Power of Attorney they helped us ensure she was well cared for and her wishes were followed throughout her life. The team have always been very approachable, great at listening and explaining which gave us confidence through difficult times that everything was under control. Their bespoke, personalised service is invaluable, customer care has been excellent. I am now happily their client in my own right confident in my financial future.
28-11-2022
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Anthony Peabody
Needed to review our financial position, and BlueSky were friendly, very helpful and totally professional.
28-10-2022
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Julie F
We first approached BlueSKY nearly 4 years ago when we were seeking independent financial advice as to when we might be able to retire. Rob met with us and after thorough investigation of our pensions and accounts produced a report for us outlining our current situation and how we could work towards our favoured retirement date. In short he told us exactly what we needed to know & we have acted on his advice over the last few years. We will be approaching the stage where we probably need a bit more assistance with the overseeing of our pensions and financial affairs now and I feel confident that Rob and BlueSKY will be able to give us the service we need for moving forward and the future.
28-05-2022
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Simon Jenkins
Blue-sky 's Jeremy Jackson has been brilliant I was so confused by my pensions and investments and he has sorted them all out for me in a clear jargon free understandable way thank you very much indeed Jeremy and blue-sky
28-05-2022
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Julie Roberts
My solicitor recommended Blue Sky as being excellent financial advisor’s during my divorce. I needed help with handling several pensions and getting the best return. I was simply confused by multiple options. Blue Sky helped me to understand my options and then facilitated the various transactions. Julie in particular is very helpful and attentive. I would highly recommend.
28-05-2022
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Dan King
Positive: Professionalism
28-05-2022
