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  11. Bluesky Independent Wealth Managers Ltd

Bluesky Independent Wealth Managers Ltd

Independent Financial Adviser  Rutland Square, Edinburgh, EH1 2BW
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FCA authorised
Last authorised 15th August 2022
Covid-19 update - We are here to help and providing remote advice over the telephone or internet. 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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Critical illness
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Income protection insurance
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Life insurance
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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
Meet our advisers
MR Kevin Gribben
Chartered Financial Planner - Fellow
MR Chris Friel
Chartered Financial Planner
About us

Bluesky Independent Wealth Managers Ltd are professional independent Financial Planners with offices in Edinburgh & Glasgow. We pride ourselves on building long lasting relationships with clients and provide advice on a range of areas including flexible retirement solutions, investments, protection and inheritance tax planning.

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 advice to inheritance tax planning 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 endeavouring to exceed your expectations.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£501,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Rutland Square, Edinburgh, EH1 2BW

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