Bluesky Chartered Financial Planners - Wokingham

Bluesky Chartered Financial Planners is a reputable financial planning company located at Hatch Farm, Mill Ln, Sindlesham, Wokingham RG41 5DF, United Kingdom. They can be reached by phone at 1189876655 or through their website at blueskyifas.co.uk.

Specialties and Services

Bluesky Chartered Financial Planners specializes in financial planning. They offer a range of services, including online appointments, on-site services, wheelchair-accessible facilities such as a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. Appointments are recommended and can be made through their website.

Opinions and Reviews

Bluesky Chartered Financial Planners has a strong reputation in the industry, with 64 reviews on Google My Business and an average rating of 4.8 out of 5. Many clients have praised the company for their holistic approach to financial planning, which takes into account not only financial aspects but also health and wellbeing. Clients have also commended the team for their commitment and support, particularly during challenging financial situations such as divorce or pension transfers.

Summary

Bluesky Chartered Financial Planners is a highly respected financial planning company offering a range of services, including online appointments and wheelchair-accessible facilities. With an impressive 4.8 out of 5 rating and a history of positive client experiences, Bluesky is well-positioned to help clients navigate their financial journeys.

👍 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!

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.

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

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

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.

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.

Andrew V.

5/5

Following recommendation from a friend, my wife and I met with Bluesky (Jeremy) to discuss options for our future financial planning. We now have a consolidated view of our pensions and general investment portfolio secure in the knowledge they are invested in accordance with our agreed risk profile. This provides us with a good deal of confidence in our financial security moving towards retirement. We would highly recommend Bluesky to other people looking for professional advice and management of their finances.