Bluesky Chartered Financial Planners

Independent Financial Adviser Bluesky Chartered Financial Planners, 3 Chalfont Court, Chalfont Close, Lower Earley, Reading, Berkshire, RG6 5SY
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Chartered Financial Planners in Reading; providing independent financial advice to business owners, people retiring, divorcing, or who have inherited money.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Victoria Joiner FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Rob Starling CFP, AFPS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Mark Penston BSc (Hons), AFPS, MEWI
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Jeremy Jackson BA(HONS), FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
I would just like to say thank you for all the work you have done on our behalf. You made everything straightforward and we always felt that you had our best interests at heart. We would not hesitate to recommend BlueSKY.
Karen, Woodley
Everything was explained thoroughly, a good service offered and I would be glad to recommend you to others.
Robert, Lower Earley
I was very pleased with the service I received from BlueSKY. They fully grasped and understood my financial position and what I wanted to achieve. Their recommendations were excellent
Barbara, Woodley
We were very comfortable with our adviser and delighted with the advice and outcome.
Mrs S, Henley-on-Thames
All our questions were answered well. We both felt that the software used was very good and helped us feel that we will be okay financially going forward.
Graham and Julie, Reading
Where to find us
About us

We are a team of Chartered, Independent Financial Planners who have been providing independent financial advice for over two decades.

We typically work with people who are:

1. Divorcing or separating
We help you make sense of your financial situation and establish a secure structure for the future of you and your family.

2. Seeking pension advice
If you're unsure about the income your pensions will provide, we show you full picture and help you plan a fulfilling future.

3. Thinking about retirement
If you're in your 50s or 60s, we create a plan that best places your money in relation to your most deeply-felt life goals.

4. Business owners
Life as a business owner can be complex. We create a strategic plan to secure your business’ success and your own financial happiness.

5. Receiving an inheritance
Despite the emotional circumstances, we can help you ensure you're using your inheritance in a way that is purposeful and meaningful.

6. Solicitors specialising in divorce
The financial aspects of divorce can be complex. We help solicitors understand how pensions and other assets should be shared.

Our services

There are many things that set us apart from other firms, including:

We are Chartered: Chartered status is the ‘gold-standard’ of financial planning and positions our firm amongst the UK’s leading practices.

We are Financial Planners: We establish your most pressing challenges and aspirations before we make any recommendations.

We are independent: We are free to advise on products from the entirety of the market. This means that we work for you, not the provider.

We are local: We are based in Earley, Reading. For this reason, we predominantly work with clients in the Reading, Berkshire, Surrey and Hampshire areas.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

BLUESKY Chartered Financial Planners is a trading style of BLUESKY Independent Financial Advisers LLP which is authorised and Regulated by the Financial Conduct Authority. Registered in England no. OC363366.

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