With 18 different pension pots between us, and only a working knowledge of managing retirement finances, BlueSky have steered us in the right direction to ensure our pensions, investments and savings will keep us on track for the rest of our lives. We can now face retirement with confidence!
My initial contact with Bluesky was in 2018 when our divorce mediator strongly recommended their services as impartial experts for important calculations. 7 years on, I feel lucky to have found them back then and reassured and relieved to still benefit from Rob and Jack’s support and advice. I very much value their special blend of hugely credible professionalism, obvious expertise and their impressive ability to explain complex topics simply and clearly. I love the friendly, holistic approach and the great conversations we have, which are truly driven by what I need (and dream about being able to do) as I age. I completely understand where I am at, what I should be thinking about, how Bluesky are going to support me, and the variables we can change together in the years ahead to achieve my goals and drive my life. I could not feel in better hands.
My husband and I contacted BlueSky following a suggestion from a colleague at work. We wanted to check our finances prior to my husband retiring, to make sure it was affordable. We also wanted to check if I would also be able to retire within a few years. The information from Rob Starling has given us comfort that retiring is affordable. He gave us a number of financial plans and forecasts in the three or four years before my husband retired which enabled us to understand our situation. We've asked numerous questions and everyone at BlueSky has been endlessly patient in answering them as well as being friendly and helpful. We have now opened some investment ISAs and consolidated some small pensions following Rob's advice and feel we are set up for the future and are looking forward to seeing these grow Iver time. I would have no hesitation in recommending BlueSky.
Blue Sky are fantastic to deal with - right from the start, we enjoyed the conversation, enlightening market information, friendly and straight forward advice and service. Transparency around fees, the excellent software used to demonstrate various scenarios, the financial reports and, coupled with a fantastic team (including the 'really clever guy'), we could only ever recommend Blue Sky - call Rob Starling!! Good luck!
Bluesky for me , are simply the best! For 10 years now, they have been by my side every step of the way as I navigated my divorce; my pension transfer; managing my retirement portfolio, & all aspects of my financial plan. For every decision we work together to look at all the options - and the approach is not just financial, its holistic looking at health and wellbeing too. I cannot thank Rob and his team enough. Highly recommended!
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.
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.
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.
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.
I have been really pleased with the decision to use BlueSky Financial Planners. The pension set up for me has out performed expectation (which is obviously great), but the advice and help I have received has been spot on: I feel confident about my financial future. The staff are exceptionally helpful and reliable and have dealt with my queries with patience and always explained matters clearly. I would say that I am probably not a high value client to their business, but I have never been made to feel otherwise and they are always at the end of a phone when needed.
Bluesky Chartered Financial Planners is located at Hatch Farm, Mill Ln, Sindlesham, Wokingham RG41 5DF, UK
You can contact Bluesky Chartered Financial Planners at +44 118 987 6655
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