Blue Sky Financial Planning Ltd

We are delighted to be sponsoring Rock on the Rec this weekend as part of the Broadstone Fun Day! 🎸

With some top acts lined up and a day of sunshine forecast, come on down for a great day of free music and entertainment! There will also be lots of activities for the children too!

The organisers are also supporting Amelia's Rainbow https://lnkd.in/gcy3nXa
This is a local charity that works tirelessly to provide support, experiences and memories for families with a child suffering from a terminal illness.

🎉 Exciting news! Today our CEO, Gary Neild has formally announced that Blue Sky Financial Planning is now indirectly owned by every employee at Blue Sky. Gary and his wife have transferred 100% of their shares into an Employee Ownership Trust (EOT).

As a team, we are absolutely delighted and it further reinforces the positive, dynamic culture and ethos that the company is built on.

Exciting times for everyone concerned, especially our clients, who are now assured of continuity of advice.

Have a look at our webpage which tells you more as to why the EOT was the right succession plan for us.

Employee Ownership Trust - BSFP Thursday 15th December 2022 marked the first day of new ownership for Blue Sky Financial Planning Ltd. A momentous occasion in so many ways.

We are - again! Due to business growth we are looking for another great person to join our Admin team.

If you (or someone you know) is looking for a new role and has 3 or more years experience within the financial services industry, we'd love to hear from you.

Email [email protected] for details.

We are delighted to share that our , Lewis Baldwin, has passed the first of his Financial Planning exams putting him well on the way to achieving his ambition of becoming an Independent Financial Adviser.

Read about his role and plans for the future here!

Investing in the future, the Blue Sky way! | BSFP Gary Neild joins the board at Dorset Chamber

We are delighted to announce that the Dorset Chamber has welcomed our Managing Director, Gary Neild, as a non-executive director as it continues to innovate and support businesses across the region.

Gary is looking forward to “being able to crystallise ideas, steer strategy and ensure continued dynamism is something I’m really looking forward to.”

He joins the Chamber's Chief Executive Ian Girling as well as a selection of brilliant business owners from across the county, including president Liz Willingham, past president Paul Tansey, chairman of the council Tony Brown, senior vice-president Stephen Mills, junior vice-president Caron Khan, honorary secretary Matthew Fretten and non-executive directors Lesley Keets, Simon Boyd, Nicky Busst and Nicola Newman.

Dorset Chamber welcomes Gary as new board member | BSFP Gary Neild joins the board at Dorset Chamber

"Should we be allowing our future generations to jump in at the deep end when it comes to managing money, and just hope that they can swim?"

Take a look at our most recent from our MD, Gary Neild

Thrown in at the deep end? | BSFP I’ve been a financial planner for some considerable time now. As many of you may know, in a previous life I was a teacher. On the face of it, a major career change and is some ways it was but in other ways, the skills I had were transferable. Don’t get me wrong, it was a huge culture shock. I ha...

It's and we are delighted to share this with you... Where will you be in 20 years from now?

No salesmen (or women) here, just great client-focused service and a real desire to help you see what's really possible. Let's make managing your money enjoyable.

We are delighted to announce that our website has had a refresh whilst we've all been in . If you are looking for a leading company to help you create a more fulfilling future, please take a look.

https://www.blueskyfp.co.uk

Are you a ? Take a day out of your business to consider what a successful exit really looks like to you. Be inspired, hear from experts and take away a 10-point workbook for planning your exit, when the time is right.

https://www.blueskyfp.co.uk/masterclass/

Blue Sky Masterclass | Blue Sky Financial Planning The Blue Sky team is delighted to be hosting a one-day Masterclass for entrepreneurs, business owners and directors based in Dorset and Hampshire.

Our latest blog is out now - our Managing Director, Gary Neild, talks about why we should all embrace the natural rhythm of our lives. This is a great piece that explains how , done properly, should help you sleep at night, explore your possibilities and create excitement about the future.

Are you dancing to your natural rhythm? | Blue Sky Financial Planning Are you dancing to your natural rhythm? January 16, 2020 Blue Sky Blogs If you can’t dance, don’t be put off by the title, but if you can, you’ll understand exactly what I’m about to say. The same goes for those of you who like sports such as cycling, swimming and running. If you can find th...

A few pictures of the wonderful event on Friday with the Bournemouth Symphony Orchestra at Proms in the Park. Gary Neild and the team were delighted to be VIP Sponsors - a great night was had by all!

Our Event Manager Kate, and Gary’s PA, Louise, have spent the afternoon preparing for our attendance at the Bournemouth Symphony Orchestra’ Proms in the Park where we are VIP sponsors. We are looking forward to welcoming our guests later.

We hosted a great event yesterday with our Investment Partners from LGT Vestra at the Captain's Club Hotel and Spa. The weather was glorious and the feedback has been super too! Special thanks to Marie from SUCCESSMITH for a thought provoking guest presentation.

Gary's latest is out, and we're asking "Do you have a cunning plan, like Baldrick?"

www.blueskyfp.co.uk

Hands up if you have had a good financial education?
Gary's this week tackles why financial well-being is increasingly recognised as being vital to overall well-being.

www.blueskyfp.co.uk

Here is our Weekly Market Update from the Blue Sky Investment Team.

www.blueskyfp.co.uk

Do you have when it comes to decisions about your finances? Gary's latest looks at how your biases can hinder your financial well-being. ,

www.blueskyfp.co.uk

Andrew Dunn, our Chartered Wealth Manager, enjoyed meeting some of our fellow members of the Dorset Chamber of Commerce & Industry last week. This was our stand before all the chocolates disappeared!

Here is our Weekly Market Update from the Blue Sky Investment Team.

Market Updates | Blue Sky Financial Planning Market Updates February 15, 2019 Market Views Please find below our Weekly Market Update for the week ending 15th February 2019. The intention is to provide a brief insight into the latest dynamics and inform you of any changes occurring within the model portfolios. Blue Sky Comment Brexit anxieties...

Here is our Weekly Market Update from the Blue Sky Investment Team.

Market Updates | Blue Sky Financial Planning Market Updates February 8, 2019 Market Views Please find below our Weekly Market Update for the week ending 8th February 2019. The intention is to provide a brief insight into the latest dynamics and inform you of any changes occurring within the model portfolios. Blue Sky Comment Softening It appea...

Do you know when you will be able to ? Should you be putting more into a ? Can you actually afford to retire sooner than you thought?

We have helped many of our clients to retire, earlier than they ever thought possible in lots of cases. We do this by using our software; we input all of your financial information to map out how your future could look. We look at different scenarios to come up with a personalised plan which we then review every year to keep in line with your goals.

Take a look at this to see how the planning works, or call the Blue Sky team to learn more 01202 756560.
https://youtu.be/zQIhPQ-bVA4

Cash Flow Financial Planning, with Blue Sky Financial Planning This video is aimed at individuals in the UK, looking to understand Cash Flow Financial Planning. Blue Sky Financial Planning is an independent company of ad...

Last week Financial Planner Russell had a bit of a wake-up call and realised, despite so much knowledge, he too is as guilty as some of his clients when it comes to putting things off. Here’s Russell's story about why he’ll be organising his own life insurance TODAY.

After dishing it out for fifteen years, it’s time I followed my own advice! | Blue Sky Financial Planning After dishing it out for fifteen years, it’s time I followed my own advice! February 4, 2019 Topical Articles Ok, so we all know the old adage that doctors make the worst patients, but the same is true for other professions… more than one of our clients are solicitors who have not arranged their...

Transfer deadline day, investments and the 'sunk cost fallacy' - “if it’s done well once, it can do it again!”... Right?

Transfer deadline day, investments and the ‘sunk cost fallacy’. Last Thursday, the football transfer deadline window closed in the Premier Footfall League and the EFL yesterday. The ‘Sunk Cost Fallacy’ is something we speak about, here at Blue Sky, with regards to investment strategies but the closing of the transfer window made me think about how prevalent ...