Bluesky Chartered Financial Planners - Wokingham

Introducing Bluesky Chartered Financial Planners

Bluesky Chartered Financial Planners, located at Hatch Farm, Mill Ln, Sindlesham, Wokingham RG41 5DF, United Kingdom, is a renowned financial planning firm that has been serving clients for many years. With a strong commitment to providing exceptional financial planning services, Bluesky has earned a stellar reputation among its clients.

Specialties and Services Offered

• Financial planner: Bluesky specializes in offering comprehensive financial planning services tailored to each client's unique needs and goals.

Other Points of Interest

• Online appointments: Clients can easily schedule appointments with Bluesky through their website or via phone.
• Onsite services: The firm provides in-person consultations at their accessible location.
• Wheelchair accessible entrance, parking lot, and restroom: Bluesky ensures that all clients, including those with disabilities, can easily access their services.
• Appointment required: It is advisable to schedule an appointment before visiting the firm.

Client Reviews and Opinions

With 65 reviews on Google My Business, Bluesky Chartered Financial Planners has consistently received high praise from its clients. The average opinion rating is 4.8/5, reflecting the firm's commitment to excellence and client satisfaction.

One satisfied client shared their positive experience with Bluesky: "Bluesky has been by my side for the past 10 years, assisting me with every aspect of my financial plan, including my divorce, pension transfer, and retirement portfolio management. Their holistic approach, which considers not only financial factors but also health and wellbeing, sets them apart. I highly recommend Bluesky for anyone seeking comprehensive financial planning services."

Why Choose Bluesky Chartered Financial Planners

Bluesky Chartered Financial Planners offers a range of services designed to help clients achieve their financial goals. Their team of experienced professionals works closely with each client to develop personalized financial plans that take into account their unique circumstances and aspirations. With a focus on providing exceptional customer service and a commitment to staying up-to-date with the latest industry trends, Bluesky is well-equipped to guide clients through every stage of their financial journey.

Contact Bluesky Chartered Financial Planners today at 1189876655 or visit their website at blueskyifas.co.uk to learn more about their services and how they can help you achieve your financial goals.

Recommendation: If you are looking for a trusted and experienced financial planning firm that prioritizes your well-being and offers personalized solutions, Bluesky Chartered Financial Planners is the right choice for you. Don't hesitate to reach out to them through their website or by phone to schedule a consultation and take the first step towards securing your financial future.

👍 Reviews of Bluesky Chartered Financial Planners

Paul S.

5/5

Bluesky for me , are simply the best! For 10 years now, they have been by my side every step of the way as I navigated my divorce; my pension transfer; managing my retirement portfolio, & all aspects of my financial plan. For every decision we work together to look at all the options - and the approach is not just financial, its holistic looking at health and wellbeing too. I cannot thank Rob and his team enough. Highly recommended!

Gael N.

5/5

Blue Sky are fantastic to deal with - right from the start, we enjoyed the conversation, enlightening market information, friendly and straight forward advice and service. Transparency around fees, the excellent software used to demonstrate various scenarios, the financial reports and, coupled with a fantastic team (including the 'really clever guy'), we could only ever recommend Blue Sky - call Rob Starling!! Good luck!

Adrian H.

5/5

I Needed to seek financial advice as regards options for pensions. I had an initial meeting with jack to explain my requirements and he put together a very comprehensive review of my finances and requirements for sustainability in retirement. I found jack to be a very friendly and professional person and always made sure that I understood what was being discussed and importantly never tried to pressure any decisions. I would recommend jack and his team for financial advice and guidance as I am confident that you would be in safe hands

Sharon M.

5/5

My husband and I contacted BlueSky following a suggestion from a colleague at work. We wanted to check our finances prior to my husband retiring, to make sure it was affordable. We also wanted to check if I would also be able to retire within a few years. The information from Rob Starling has given us comfort that retiring is affordable. He gave us a number of financial plans and forecasts in the three or four years before my husband retired which enabled us to understand our situation. We've asked numerous questions and everyone at BlueSky has been endlessly patient in answering them as well as being friendly and helpful. We have now opened some investment ISAs and consolidated some small pensions following Rob's advice and feel we are set up for the future and are looking forward to seeing these grow Iver time. I would have no hesitation in recommending BlueSky.

Kevan B.

5/5

Bluesky have been advising me for many years, decades even. They have always been available for questions and given first rate advice. As I am now retired I have the opportunity to see the results of their advice ….. couldn’t be happier.

Andrew M.

5/5

My wife and I have used Rob Starling at Bluesky as our IFA for a number of years and he's been very impressive; he takes the time to understand our questions and concerns and comes up with clear and actionable plans. Thoroughly recommended. Andrew

Alan V.

5/5

I tried to resolve my multiple pensions by myself with assistance from my daughter and it was far too complicated for us to resolve, so looked for professional help. BlueSky was recommended to me by a good friend who had received excellent service from them. Mike has been my professional advisor throughout the resolution to my multiple pensions into one usable product for me to go forward with . His service standard is very high and very helpful with a pleasant disposition making me feel comfortable and allowing me to ask as many questions as I required to understand the process. I have now resolved my multiple pensions as I required into one easily accessible product one which suits my need exactly, I couldn’t ask for a better outcome.

Phillip A.

5/5

Excellent. They provide very good financial advice and are easy to contact when I need financial help.