BlueSKY Chartered Financial Planners
BlueSKY Chartered Financial Planners provides independent financial advice with a focus on helping clients navigate their financial futures. They offer financial planning services to individuals and families.
- Retirement advice
- Investment planning
- Pension sharing support
- Independent financial planning
- Financial planning for divorce
Locations
Competitors
Velarium Wealth are regulated financial planning experts based in Berkshire.
Pennymatters is an Independent Financial Planning practice comprised of highly qualified and experienced individuals with extensive market knowledge.
Creative Lifestyle Planning is a lifestyle-focused financial planning business that provides individuals with peace of mind and clarity during significant life events such as retirement or divorce.
Company Details
BlueSKY Chartered Financial Planners is operated by Bluesky Financial Planners Limited and is a Active company incorporated on 9 April 2019 with the registered office located in Wokingham, Berkshire. Bluesky Financial Planners Limited was registered 6 years ago.
Status
Active
Size
Small
Directors
2
Age
6 years old
Employees
16
Turnover
Unreported
Total Assets
£702.31K
Cash in Bank
£561.29K
Total Liabilities
-£195.11K
Teams
10
6
4
2
2
1
1
Partner • Joined Jan 2000
Paraplanner • Joined Oct 2017
Head Of Finance & Operations • Joined Sep 2022
Director & Chartered Financial Planner • Joined Dec 2012
Administrator • Joined Jul 2018
IFA Administrator • Joined Aug 2024
Trainee Paraplanner • Joined Aug 2022
Chartered Financial Planner • Joined Sep 2014
Independent Financial Adviser At Bluesky IFA's Berkshire • Joined Oct 2000
Paraplanning Team Leader • Joined Feb 2022
Head Of Finance & Operations • Joined Sep 2022
Director & Chartered Financial Planner • Joined Dec 2012
IFA Administrator • Joined Aug 2024
Trainee Paraplanner • Joined Aug 2022
Chartered Financial Planner • Joined Sep 2014
Paraplanner • Joined Oct 2017
Administrator • Joined Jul 2018
IFA Administrator • Joined Aug 2024
Partner • Joined Jan 2000
Director & Chartered Financial Planner • Joined Dec 2012
Chartered Financial Planner • Joined Sep 2014
Paraplanner • Joined Oct 2017
Client Relationship Manager • Joined Mar 2017
Head Of Finance & Operations • Joined Sep 2022
Paraplanning Team Leader • Joined Feb 2022
Independent Financial Adviser At Bluesky IFA's Berkshire • Joined Oct 2000