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    Full Story

Who We Are

BlueSKY Independent Financial Advisers are specialist fee-based IFAs offering friendly and impartial advice on all aspects of financial planning. Our independent financial advisers offer financial advice you can trust that is unbiased towards any company or product.

What we do

Our philosophy is that good financial planning is not only about technical expertise. It also encompasses:

  • Making every effort to understand your unique requirements and to find solutions to suit your needs
  • Making complex decisions simple - taking time to explain your options and our recommendations in clear, jargon-free language
  • Ensuring that you understand and are comfortable with the advice given to you, the impact it will have on your financial situation and any risks involved.
  • Keeping in contact on a regular basis - as your circumstances, needs and goals change over time you can be sure that we will work with you to keep your financial future secure.

We pride ourselves on our open, friendly and professional approach. We aim to help you make the most of your money.

Depending on your requirements we will provide focused advice on a particular area of interest or concern, or conduct a general review of your financial situation. Recommendations are made in clear, understandable terms. Actions taken are documented for your records and administered to conclusion. As life and legislation changes, your financial planning should be reviewed to ensure that initial objectives are still being met. Reviews will be conducted on a mutually agreed basis.

Face to face meetings are our preference. Our experience shows that face to face meetings are the most effective way of us understanding your situation and objectives. It also means that you have the opportunity to ask questions to clarify your understanding of our recommendations. Meetings can be arranged to suit and we are flexible on venue and timings.

How we specialise

Financial planning is increasingly complex and the need for specialist advice is paramount. Our advisers know when it is necessary to refer you to one of our specialists and will do so when appropriate.

How we charge

We do not normally charge for initial meetings. During our initial meeting we will discuss our fee-based charging structure and how this relates to your circumstances. Our Letter of Engagement contains our charging structure and hourly rates and is available on request should you wish to read this before coming to see us.

Our relationship with SFIA

You will find references within some of our literature to the fact that BlueSKY Independent Financial Advisers is a trading name of SFIA Ltd. While BlueSKY Independent Financial Advisers is a separate business which is 100% owned by its partners, our relationship with SFIA enables us to use their back-office compliance, bespoke technology and technical resources. This ensures that our clients receive the best possible service and can benefit from negotiated product pricing where available.

SFIA Ltd was originally formed in 1952 and specialises in school fees planning. SFIA Ltd is directly regulated by the Financial Services Authority.