Sky Blue Financial Planners
Sky Blue Financial Planners is a reputable company that specializes in providing financial planning services to clients. With a team of experienced professionals, they offer a range of financial services to help clients achieve their financial goals. Their commitment to providing personalized solutions and exceptional customer service has earned them a loyal client base. As one of the leading financial planners in the United Kingdom, Sky Blue Financial Planners is dedicated to helping clients navigate the complex world of finance with confidence.
Introduction to Sky Blue Financial Planners
Sky Blue Financial Planners is a UK-based financial services company that has been in operation for over a decade. The company's focus is on providing tailored financial planning services to individuals and businesses. What makes the company unique is its commitment to providing personalized, one-on-one service to each client, ensuring that their financial goals are met.Services & products
Sky Blue Financial Planners offer a range of financial services, including retirement planning, investment advice, and tax planning. They also offer estate planning, insurance solutions, and budgeting advice to help clients achieve their financial goals. Clients can expect to receive customized financial plans that are tailored to their unique needs.Location
Sky Blue Financial Planners is located in Reading, England, on Oxford Road. The area is home to a mix of residential and commercial properties, with a number of businesses nearby. The company is easily accessible by public transportation, with the closest bus stop being just a few minutes' walk away. The Reading railway station is a 10-minute walk from the office, and the closest taxi rank is just around the corner.Benefits
One of the biggest benefits of choosing Sky Blue Financial Planners is the personalized service that clients receive. The company takes the time to understand each client's unique financial situation and goals, and develops a customized plan to help them achieve those goals. Additionally, the company's team of experienced financial planners is dedicated to helping clients navigate the often-complex world of finance.Good to know
Clients should be aware that Sky Blue Financial Planners is a fee-only financial planning firm. This means that the company does not earn commissions from the sale of financial products, which allows them to provide objective advice to clients.Reviews
Customers rave about the personalized service they receive from Sky Blue Financial Planners. Many clients have noted that the company's financial planners take the time to understand their unique needs and goals, and provide tailored advice that is easy to understand. Overall, customers are impressed with the level of professionalism and expertise that the company provides.Amenities
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free consultation -
online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
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credit counseling
FAQ
What types of financial planning services do you offer?
At Sky Blue Financial Planners, we offer a wide range of financial planning services, including retirement planning, investment planning, tax planning, estate planning, and insurance planning.How do you customize financial plans to fit individual clients?
We understand that each client has unique financial goals and needs, which is why we take the time to get to know each client and their specific situation. We work closely with our clients to understand their financial goals and objectives, and we tailor our financial plans to meet their individual needs.What are your fees and how are they structured?
Our fees are structured based on the services we provide and the complexity of each client's financial situation. We are transparent about our fees, and we provide a detailed breakdown of our fees before we begin working with any client.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and hold various professional qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Planner (ChFP). We pride ourselves on the knowledge and expertise of our team.Can you provide references or testimonials from satisfied clients?
Absolutely, we have many satisfied clients who have provided us with positive feedback and testimonials. We would be happy to provide references upon request and encourage potential clients to read our reviews online.Reviews
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Kate Allen
My husband and I have worked with the team at Sky Blue for many years, we trust them with all our products, insurance, mortgages and pensions. Very trustworthy and knowledgeable
29-05-2020
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Jade Pilley
I was recommended Gary through a friend who said he was excellent - and I cannot fault Gary one bit. He goes above and beyond expectations in order to provide the best customer care as well as the best customer outcome. I'm a first time buyer that is purchasing a new built on my own. I was told it was an extremely stressful process, however, this has been made 10x easier by Gary!! I would recommend him to anyone. Thank you Sky Blue Financial Planners!
29-05-2020
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Abbeygate Locksmiths TV
Excellent company to work with
29-05-2019
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Tara Morris
I have always been so driven and focussed on ensuring I would own my own house before 30, it has always been one of my goals! Myself and my husband have been saving for almost 4 years now and have always had from friends and relatives that we’re boring or that we should live a little and not be so tight with our money, despite this we pushed on! I always knew getting a Mortgage was going to be difficult being self employed, young and not high earners. We first engaged with a Financial Adviser over 2 years ago and we didn’t have enough deposit and I needed longer to build up my accounts. We revisited this at the beginning of this year and was all looking promising until discovering the business wasn’t quite in the right place to qualify. This then concluded that we would have to wait at least another year, but ideally two and everything came to a halt. I thought we were so close and felt hugely disheartened by this, then suddenly thought to run it past Gary on the off chance he may be able to give some advice. Within a month, Gary was able to secure us a Mortgage on a better rate then we had first thought, less deposit needed and with one of the key lenders! I couldn’t believe it, this means so much to me and something I have put everything into since setting up my business. Now, just before I turn 26, we have a Mortgage! Not only is it amazing that Gary has allowed us to achieve our goal, but the communication, the clear explanation and the way the team took the time to talk through each stage and accommodate our slightly complicated situation was amazing. I would, and have done so already, recommend Gary and Sky Blue to all that I know. Thank you!
29-05-2019
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Paul Sampson
2 May 2018 Testimonial to Gary Winchester and Doug Cowan at SkyBlue IFA's I approached Gary and Doug for advice on rearranging our family finances, having consulted other IFA's I thought I should check out some of the advice they had given. I am so glad I did that. As a team Gary and Doug came up with a plan which generated substantial monthly savings and had more flexibility in the future. SkyBlue made introductions to other providers and implemented their plan very efficiently, with the help of the rest of their team (Amy in particular). I would have no hesitation in recommending SkyBlue as a team and will be using them in the future in this area of financial planning. Paul Sampson Director
29-05-2018
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Jon Ewing
I have known Doug and Gary for about eight years and can cheerfully recommend Sky Blue for wealth management planning, mortgage brokerage services and general insurance advice - full marks!
29-05-2018
