Blue Sky Financial Planning Limited

Independent Financial Adviser 7 Vista Place, Coy Pond Business Park, Ingworth Road, Poole, Dorset, BH12 1JY
FCA verified
19th November 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Robert Newcombe
adviser-person
Gary Neild BSc (Hons)
Managing Director
adviser-person
Russell Skinner APP DipPFS
Financial Planner
adviser-person
Tammy Smith DipPFS MCSI
Financial Planner
Where to find us

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

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.

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

Similar advisers near you

Independent Financial Adviser 0.14 mi
Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
 
Independent Financial Adviser 0.14 mi
If you want help with your pension or your savings with straight forward professional advice then we can help.
 
Independent Financial Adviser 0.77 mi
Welcome to an award-winning partnership providing lifetime financial planning; where advice is uncomplicated, clear and at all times meaningful.
 
Independent Financial Adviser 0.82 mi
Independent Financial Adviser specialising in Investment, Inheritance Tax Planning, Pension Planning and Protection predominately based in Bournemouth Poole and Dorset.