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Clear thinking from BlueSKY
Independent Financial Advisers |
Some of the things
we do:
» Mortgage
solutions
» Remortgaging strategies
» Pension planning
» Investment advice
» Protection plans
» Retirement options
» Pension transfers
» Equity release from property
» Planning for long term care costs
» Inheritance tax planning
» General financial reviews
» Corporate financial planning
» Employee benefits |
WelcomeWelcome
to Bluesky Independent Financial Advisers.
The need for good financial planning is crucial for anyone wanting
to create financial security and ensure that they have structured their
financial affairs appropriately. Yet the financial marketplace seems
endlessly complicated, with taxation and legal matters often making
things even more difficult to understand. Good, independent financial
advice can ensure that you understand the options relevant to you and
help you make the right decisions, wherever you are in life! |
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Bluesky Independent
Financial Advisers are Mark Penston, Doug Cowan and David O'Connor,
and between us have over 50 years collective experience in the financial
services marketplace.
With this experience, and our position as Independent Financial Advisers, we
offer advice which is unbiased towards any company or product. 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. The recommendations
we make are then provided to you in clear, understandable terms. |
What's different?We believe that
good financial advice is not only about accurate and timely advice.
Being exceptional is…
- Making every effort to genuinely understand your needs.
- Taking time to explain options and recommendations in jargon-free language.
- Consolidating the advice, recommendation and actions taken in a document for your future reference.
- Keeping in contact. Things change over time and client reviews are a vital part of the planning process.
We continually strive to ensure that what we do for our clients can only be described as exceptional. It's why most of our clients are referred to us from other clients and professionals. |
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