Bluesky Independent Wealth Managers Ltd

Independent Financial Adviser  1 Simonsburn Road, Kilmarnock, Ayrshire and arran, KA1 5LA
First meeting at adviser's own cost
Covid-19 update - We are here to help and providing remote advice over the telephone or internet. The initial no-obligation meeting is always at our expense. Chartered Financial Planners, Chris & Kevin, specialise in Planning for Retirement and tax efficiency of your wealth.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.2/10
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FCA authorised
Last authorised 1st June 2020
Meet our advisers
Kevin Gribben
Chartered Financial Planner - Fellow

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
Chris Friel
Chartered Financial Planner
What our clients say
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
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
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
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
About us

Bluesky Independent Wealth Managers Ltd are professional Financial Planners with offices in Glasgow, Kilmarnock & Ayr covering the West of Scotland & beyond. 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.

Where to find us
Head office address: 1 Simonsburn Road, Loreny Estate, Kilmarnock, Ayrshire, KA1 5LA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
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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
Response rating
9.2/10
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FCA authorised
Last authorised 1st June 2020

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Do you know what your income will be in retirement? Contact us for a free pension review.