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Blue Sky Independent Financial Advisers – Who Are We?

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Blue Sky Independent Financial Advisers – Who Are We?

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• We are independent financial advisers based within the connurbation of Poole, Bournemouth, Christchurch, Wimborne, Ringwood and Ferndown but have clients nationwide who value the services provided. We are not owned by an institution or life assurance company and therefore we have the flexibility to adapt our business quickly to deliver value to our clients. • We are committed to delivering value and results. We therefore cannot work with everybody and are selective to the clients we accept. • Blue Sky Financial Planning was formed in October 2002 with the emphasis on providing high quality independent financial advice in association with our wealth management services including investment management in Poole. • We have a team of highly qualified specialists who all play a role in delivering strategic advice to our clients. • Our team has many years experience in the industry with the main front-line advisers each having accrued over 20 years service. • Continuity is important for all

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