Blue Sky Financial Planning
Blue Sky Financial Planning are a company of independent financial advisers offering bespoke financial planning. 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. Blue Sky Financial Planning was formed in October 2002 with the emphasis on providing high quality independent financial advice and w now have a team of highly qualified specialists who all play a role in delivering strategic advice and wealth management 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. Our corporate balance sheet is very strong because we take our own advice! We have a focussed strategy, are prudent, protective and are always seeking to take advantage of opportunities. We are authorised and regulated by the FCA and therefore have to adhere to a strict code of practice. Central to our proposition is the investment management of client money hence why we operate our own investment portfolios.
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Verified contacts
23
available on Kipplo
LinkedIn employees
30
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
1
tools in use
Monthly traffic
15
organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- PB
Peter Brown
Operations Manager · Operations
EmailPhone - AJ
Alex James
Ifa Administrator · Finance & Accounting
EmailPhone - DN
Daniel Neild
Administrator · Operations
EmailPhone - EH
Emma Hardy
Business Development · Sales & Business Development
EmailPhone - LT
Lisa Taylor
Financial Planning Administrator · Finance & Accounting
EmailPhone - VC
Victoria Carroll
Senior Financial Planning Administrator · Finance & Accounting
EmailPhone - GN
Gary Neild
Founder and CEO for Blue Sky s Employee Ownership Company Ensuring i a Make a Positive Difference · Other
EmailPhone - GN
Gary Neild
Founder and CEO for Blue Sky s Employee Ownership Company Ensuring i a Make a Positive Difference · Other
EmailPhone - LK
Lesley Keets
Chief Operating Officer · Other
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Blue Sky Financial Planning
19 distinct titles indexed · top 10 shown.
- 2business development
- 2director
- 2founder and ceo for blue sky s employee ownership company ensuring i a make a positive difference
- 2senior financial planning administrator
- 1admin mananger
- 1administration manager
- 1administrator
- 1chartered financial planner
- 1chief operating officer
- 1director support
- +9more titles
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