Blue Sky Financial Planning Limited

Independent Financial Adviser  7 Vista Place, Poole, Dorset, BH12 1JY
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FCA authorised
Last authorised 16th November 2020
We are focused on achieving fulfilment for our clients and to empower them to take more control of their lives.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Tammy Smith DipPFS MCSI
Financial Planner
Russell Skinner APP DipPFS
Financial Planner
Robert Newcombe
Gary Neild BSc (Hons)
Managing Director
About us

We take our time and listen, whilst encouraging you to think about your future lifestyle. Once we understand what is truly important to you we can work out how much you need and when. To help facilitate this approach we create your own Financial Life Plan. This plan will include all of your financial arrangements as well as any milestones you have on the horizon. We assess the relevance of any investments and/or pensions with a particular emphasis on optimising returns whilst seeking to protect capital wherever possible. In our view, most people take more risk than they need.

Our services

Here at Blue Sky, we believe that you should enjoy your money whilst you have your health. In order to enjoy your money with confidence though, it is essential to have a plan to ensure that you never run out of money and you can continue to live the life you want.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

7 Vista Place, Coy Pond Business Park, Ingworth Road, Poole, Dorset, BH12 1JY

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