For Accountants and Solicitors

BlueSky_FinancialPlannersChartered.png

Your reputation

Establishing yourself as a professional, competent firm can take many years of hard work and so it matters that your professional partners provide you with the best possible financial advice that can you pass on to your clients with confidence.

We have a desire to help build a collaborative approach to our professions ensuring that the best client outcome is the focus throughout.

Quality  

In BlueSky Wealth you can be reassured that you have a trusted partner, one which places ethical and technical excellence at the heart of every action we take.

Being small in stature we have built a network of trusted professional and specialists whom we can call on for assistance or third opinions if or when required.  This helps us to maintain a personal and boutique feel to our company. 

 

customer service

Working with us, you can be ensured of a personal approach to your financial planning and wealth management needs. Our approach is fully independent, unbiased and trustworthy.  

We fully embrace our 24 hr service promise where all enquiries and communications will be acknowledged or settled with one working day. You will not have to chase us; that's a promise!

Company to company

We work hard to ensure that coming to us on behalf of your clients doesn't feel like a chore, or like engaging with an unnecessary middle-man. You need us to be reliable and trustworthy and to deliver within time-scales.

We can and will do this for you.

Now that's refreshing!