Bluesky Chartered Financial Planners

We are Chartered Financial Planners based in Reading.

We've been providing independent financial advice for over two decades.

We typically work with people who are:

1. Thinking about retirement

If you're in your 50s or 60s, we'll help you retire on your terms; when you want, with the income you need for a fulfilling retirement.

As Chartered Financial Planners, who holds the Pension Transfer Gold Standard accreditation, you can be sure that we have the knowledge and experience to build a financially secure retirement.

2. 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.

3. Divorcing or separating

We help you make sense of your financial situation and understand the implications of your divorce or separation over the short, medium and long-term.

All our Financial Planners are members of Resolution, with Mark and Rob being Resolution Specialists. Resolution Specialists are members who have proven their skills and expertise through a rigorous assessment of their knowledge and ability to work harmoniously with clients who are facing family disputes. The accreditation is a mark of excellence in practice and demonstrates outstanding levels of skill.

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.