Welcome to BlueSky Wealth.

 

Independent wealth management and LIFESTYLE financial planning...

In partnership we will work with you with the aim to grow, protect and preserve your wealth so that you can focus on the important things in life. 

We make it our mission to help you achieve financial freedom and peace of mind, so you can spend more time with family and loved ones enjoying the lifestyle you desire.

We’re driven and determined to provide the highest level of wealth management with a dynamic, personal touch. 

Come and join us on our journey.

Think Wealth. Think BlueSky.

 

It all started when...

 

As the founding Partner of BlueSky wealth, my passion is to combine technical excellence with first rate “jargon free” communication in order to provide a truly personal approach to your financial affairs.

With over 18 years of experience with some of the largest financial institutions in the UK, and having gained Charted Financial Planning status and the accolade of being a Fellow of the Chartered Insurance Institute, I take the greatest amount of pride in the relationships which are built with clients, and it’s definitely where I’m at my happiest.

As a BlueSky client, we will work in partnership with a driving aim of helping you realise your dreams with no limits.

Think Bluesky.
— Kevin Gribben, Founding Partner.

Lifestyle Planning.

 

YOUR HOPES AND ASPIRATIONS FOR THE FUTURE..

This is understanding the soft facts about how you approach money and what it brings to your life. Lifestyle planning aims to clarify what your hopes and aspirations for the future are and to choreograph your financial goals.

We will work together to gain an understanding of the hard facts to ascertain what you have coming in, and what there is going out.  From this thorough conversation with you we will create a cash flow model, and this will indicate whether or not you are on track to achieve your goals. The cashflow model will highlight any gaps you may have in your financial structure or conversely, if there are surplus funds for further investment.

We will then build, discuss and implement the plan of action.  Once everything is in place we enter the review phase. This is not simply looking at any investments, it’s ensuring your plan remains appropriate to your needs, that changes in your personal life haven’t affected your objectives and that ‘what ifs’ such as what if you lose your job, what if you grow your family? Are addressed and managed, giving you and your family the best chance of fruitful and financially sound life.

 

Contact Us.

We have two locations in Ayrshire, Scotland.

Please click the button below to find out where we are and how you can get in touch.