BlueSKY

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If independent financial advice in Reading is what you seek, BlueSKY’s experienced, professional and friendly team of advisors will help you to make those important decisions that can help generate and maximise the effectiveness of your finances. Our team has more than 50 years combined experience in the financial services industry. We provide completely unbiased and independent financial advice where our aim is to ensure that our clients receive high-quality products that best fit their needs.

BlueSKY can provide independent financial advice on a variety of financial requirements. Our advisors can help you find the right mortgage or re-mortgaging strategy. We can help you plan for retirement by helping you find the right pension plan or by helping you transfer an existing fund. We can offer exceptional advice on investment funds that could suit your future needs. We can also provide independent financial advice on a variety of other financial services such as inheritance tax planning and equity release.

The independent financial advice provided by BlueSKY advisors is based on an assessment of your situation and your stated requirements. Financial products can sometimes be quite complex, but our specialist advisors will work with you to ensure you fully understand the financial products you’re interested in before you make a commitment.

The independent financial advice that BlueSKY provides and the actions we take on your behalf are always documented for your future reference. BlueSKY advisors appreciate that your circumstances might be subject to change. So, as part of our independent financial advice service, we can arrange follow-up meetings (you select when and where) to review the effectiveness of the products you’ve purchased.

BlueSKY appreciates that the initial meeting with a client is usually a fact-finding and getting-to-know-you event, so we won’t normally charge for this. After or at the end of the initial meeting we will discuss fees and /or commissions with you based on the independent financial advice that you require.

It is a testimonial to the skilled, professional and friendly nature of how we do business with our clients that we receive many new clients on recommendation. We like to do business face-to-face as that is the best way to fully capture the details we need to provide you with a quality service. We also leave it to you, the client, to decide the time and location for our advisors to meet and provide you with exemplary independent financial advice.

For Reading independent financial advice that’s informative, professional and friendly, contacting BlueSKY to discuss your requirements.