Your Financial Journey with BlueSKY
We work with business owners, executives and professionals, typically aged 45+. As well as offering the full range of financial planning services, we have a specialist expertise in pension sharing arrangements during divorce. Although many of our clients are capable of managing their own affairs they often don’t have the time or inclination to do so. Understanding personal objectives and goals is fundamental to our role.
Holding the status of Chartered Financial Planners means that our advisers have achieved some of the highest qualification levels in our industry and adhere to a strict code of ethics and standards. It is the most widely accepted 'gold standard' qualification available for professional financial planners/financial advisers in the UK.
BlueSKY offer a range of services to assist in the Divorce process. We specialise in the technical work around pension sharing for divorcing couples providing specialist reports, and assisting both solicitors and their clients in a way that is clear and straightforward. This is a vital part of the divorce process, especially when financial assets are significant or of a complex nature.
Is now a good time to invest?
A regular question being asked by clients considering end of year pension and ISA contributions. We don’t have a crystal ball! But we do have evidence that investing in a diversified portfolio helps to weather turbulent markets. So our view is, don’t try to time the markets, invest now and stick with it!
For those wanting to do a quick ‘Stocks & Shares’ ISA themselves, The Sunday Times reports that Cavendish Online are one of the cheapest at a charge of 0.25% for an investment of up to £25,000. This years’ allowance s £15,240 per individual. This increases to £20,000 after April 6th. This service does not provide individual advice regarding fund selection.
Do contact us if you don’t want to do it yourself!
One of our brilliant and long standing administrators is moving home so will be leaving us! 🙁
We are looking to replace her with another organised and capable individual who must have at least 2 years experience in financial services and working with financial advisers.
We would love to hear from suitable candidates.
Click here for one of the many Budget summaries we have been sent. There’s more to it than the news grabbing NI increase for the self-employed….
Help to Buy ISA’s
Does your loved or trusted one know your log-in details and passwords? In this internet driven era sharing this detail with a trusted person can save financial and other inconveniences should you be ‘unavailable’ through absence, illness or worse!
One of our preferred platforms for investments has been sold to Aegon. We are told that terms for our Cofunds clients will be maintained or enhanced so we keep a watchful eye on how matters unfold.
The trouble with death…
The recent Supreme Court hearing of the Denise Brewster case should remind us that the financial protection that we thought we had if a loved one died might not actually be the case. Are your affairs in order?
Congratulations to Rob for being accepted by Resolution as a pension on divorce expert! That makes two of us, with Jeremy and Victoria currently going through their assessment.