Blue Sky Financial Planning Ltd
Blue Sky Financial Planning Ltd provides financial planning services. They focus on addressing client concerns and exploring future possibilities.
- Investments
- Tax Planning
- Inherited Wealth
- Retirement & Pensions
- Protection & Insurances
- Comprehensive Financial Planning
- Financial Planning for Business Owners
Locations
Competitors
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Francis Clark Financial Planning in Salisbury offers expert financial advice to individuals, businesses, and trusts, focusing on practical, long-term financial plans.
Founded in 1988, Charlwood IFA has established itself as one of Dorset and Hampshire’s most respected and astute Wealth Managers, known for its objectivity, integrity, and professionalism.
Evelyn Partners is the UK's leading integrated wealth management and professional services group, dedicated to helping clients manage their financial lives through expert advice and tailored solutions.
Walker Wealth Management Ltd is a financial planning firm based in Poole, Dorset, dedicated to delivering expert financial advice to individuals and businesses.
Company Details
Blue Sky Financial Planning Ltd is operated by Blue Sky Financial Planning Limited and is a Active company incorporated on 24 April 2002 with the registered office located in Poole, Dorset. Blue Sky Financial Planning Limited was registered 23 years ago.
Status
Active
Size
Small
Directors
3
Age
23 years old
Employees
18
Turnover
Unreported
Total Assets
£711.42K
Cash in Bank
£369.89K
Total Liabilities
-£153.85K
Teams
17
11
8
2
2
Chief Operating Officer • Joined Apr 2023
Founder And CEO For Blue Sky’s Employee Ownership Company. Ensuring I A Make A Positive Difference. • Joined Oct 2002
Mortgage Manager
Operations Manager • Joined Jun 2013
Managing Director
Director Support • Joined Apr 2009
Chartered Financial Planner & Director • Joined Nov 2010
Managing Director And Chartered Financial Planner • Joined Jul 2009
Administrator • Joined Jan 2023
IFA Administrator • Joined Jan 2025
Chief Operating Officer • Joined Apr 2023
Operations Manager • Joined Jun 2013
Managing Director
Director Support • Joined Apr 2009
Chartered Financial Planner & Director • Joined Nov 2010
Managing Director And Chartered Financial Planner • Joined Jul 2009
Senior Financial Planning Administrator • Joined Jan 2024
Chartered Financial Planner • Joined Jun 2018
Business Development
Paraplanner • Joined Jan 2023
Mortgage Manager
Chartered Financial Planner & Director • Joined Nov 2010
Managing Director And Chartered Financial Planner • Joined Jul 2009
IFA Administrator • Joined Jan 2025
Financial Planning Administrator • Joined Jul 2022
Senior Financial Planning Administrator • Joined Jan 2024
Chartered Financial Planner • Joined Jun 2018
Paraplanner • Joined Jan 2023
Administrator • Joined Jan 2023
IFA Administrator • Joined Jan 2025
Founder And CEO For Blue Sky’s Employee Ownership Company. Ensuring I A Make A Positive Difference. • Joined Oct 2002
Relationship Management Team And PA • Joined Nov 2019
View 17 members