Bluesky Chartered Financial Planners

Independent Financial Adviser  Bluesky Chartered Financial Planners, Reading, Berkshire, RG6 5SY
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FCA authorised
Last authorised 22nd February 2021
Chartered Financial Planners in Reading; providing independent financial advice to people approaching retirement, divorcing or separating and business owners.
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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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
MR Rob Starling CFP, AFPS
Chartered Financial Planner
MR Jeremy Jackson BA(HONS), FPFS
Chartered Financial Planner
MR Mark Penston BSc (Hons), AFPS, MEWI
Chartered Financial Planner
About us

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.

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Bluesky Chartered Financial Planners, 3 Chalfont Court, Chalfont Close, Lower Earley, Reading, Berkshire, RG6 5SY

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