What our clients say
As I was approaching retirement in the next year or so, I had regular meetings with Kevin, where we discussed my objectives and options available. I found him most knowledgeable and helpful throughout.
I had three sizeable pensions with various providers and Kevin recommended consolidation of the funds into a cost effective Flexible Pension arrangement where I can access my funds in a very tax efficient basis when the timing and amount is right for my circumstances. At all times, Kevin took the time to understand my personal needs and circumstance, tailoring his recommendation to suit.
He makes himself available at all times, and is prepared to answer even my most simple questions with tact and professionalism. Needless to say we are happy to retain the ongoing services of Kevin and BlueSky Wealth as our Financial advisers and comfortable taking further investment advice in the future also.
I was introduced to Kevin a few years ago, from my father. He helped me discover my real priorities in life and focus on working towards an early retirement. We meet on a regular basis to discuss my retirement and investment plans keeping me on track for a flexible and phased retirement.
I would not hesitate to recommend Kevin as my own financial arrangements are all the better for the introduction I received, coming on 3 years now.
Kevin has advised us regularly over the last three years. Rather than letting our nest egg do nothing in a bank account, due to his experience of the financial markets we are much better off. Kevin is a self motivated, pleasant and caring individual who works hard and I would highly recommend him to anyone.
Kevin from BlueSky Wealth took the time to fully understand my retirement and investment objectives over a number of meetings before we agreed to proceed with a comprehensive Wealth planning strategy with the aim of securing the required income in a tax efficient manner now and in the future.
We look forward to our frequent future planning meetings, having every confidence that Kevin will continue to exceed our expectations and would not hesitate to recommend him to any new proposed client.
Bluesky Independent Wealth Managers Ltd are professional Financial Planners with offices in Kilmarnock & Ayr covering the West of Scotland. We pride our selves on building long lasting relationships with clients and provide advice on a range of areas including Pension transfers, Flexible retirement solutions, Investments, Protection and employee benefits and workplace solutions.
Our driving focus is to provide you with jargon free financial advice to help you grow, protect and preserve your wealth. From Pension transfer advice to mortgages and corporate based solutions we will work in partnership to help you identify your financial goals and priorities before putting in place a financial plan of action (Cash flow analysis) and meeting and exceeding your expectations.