Why Sky Financial? Sky Financial is a fully independent and whole of market financial advisory service, delivering high quality services to people who need sound and trusted advice. Our ethos is to deliver traditional values, modern thinking and transparent advice, always putting our clients needs first. Together we will build an effective financial plan for the future, to help you achieve your goals through four simple stages: 1. Initial evaluation 2. Strategy and Recommendations 3. Decision and implementation 4. Review We advise on all aspects of financial planning, including: - Savings & Investments - Pensions - Personal & Business Protection - Mortgage Advice - Occupational Benefits - Tax Efficient Planning
Conducted with no fee or commitment, initial meetings are by appointment.
This is an opportunity to understand your current financial situation and to discuss your immediate needs and your life goals.
You may be seeking general financial advice, or you may already have a specific need you would like us to help you with. Whatever it is, we can discuss your needs in detail to suggest a suitable strategy and agree your aims and priorities with you.
To make the most of your initial evaluation meeting, it would help to have knowledge of your personal information.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.