Bluesky Independent Wealth Managers Ltd

Independent Financial Adviser 1 Simonsburn Road, Loreny Estate, Kilmarnock, Ayrshire, KA1 5LA
First meeting at adviser's own cost
Response rating
9.6/10
FCA verified
10th September 2018
Chartered Financial Planner specialising in Planning for Retirement including Pension Transfers (Defined Benefit / Final Salary) and Personal Pensions holdings
We can advise you on
    • Commercial mortgages
    • 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
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • 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
    • Estate planning
    • Taxation planning
Meet our advisers
Kevin Gribben
Chartered Financial Planner - Fellow
Accreditations
Chartered Financial Planner
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.
Mr Bacchus, Glasgow
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.
Ms McWhirter, Ayr
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.
Mr & Mrs Bunting, Cartine
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.
Mr Walker, Symington
Where to find us

1 Simonsburn Road, Loreny Estate, Kilmarnock, Ayrshire, KA1 5LA

Contact us
About us

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 services

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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

BlueSky Independent Wealth Managers Ltd are authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No. 749888 at www.fca.org.uk/register.

The Financial Conduct Authority do not regulate taxation and trust advice.

There may be a a fixed fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £250. Your home may be repossessed if you do not keep up repayments on your mortgage.

Similar advisers near you

Independent Financial Adviser 0.77 mi
Our driving force is to provide jargon-free financial advice to help you grow, protect and preserve your wealth.
 
Independent Financial Adviser 5.27 mi
Independent advice delivered in a friendly manner. Call me on or Text for call back.
 
Independent Financial Adviser 6.58 mi
Do you know what your income will be in retirement? Contact us for a free pension review.
 
Financial Adviser (Restricted Whole of Market) 9.68 mi
Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation by calling us today.