Bluesky Chartered Financial Planners
Lower Earley, Wokingham
(14)
Lower Earley, Wokingham
(14)
14 customer reviews
Aidan & Lesley Nugent
We first met Mark in 2007 having just sold our last business. We were very concerned as to how best to invest our monies to give us a reasonable monthly income. Mark and his team at Bluesky immediately put together an overall plan which we were very happy to adopt. Every year we have a face to face meeting with Mark when he explains any changes he feels we should make to the investments. It is of course very reassuring to know that Bluesky are always there on the phone for us. We have over the years recommended friends to Bluesky. More...
Derek Symington
We used Blue Sky recently as although we have savings and multiple pensions, we were unclear of how well prepared we are financially for retirement. Blue Sky’s visual software clearly illustrated our current position and they advised us how we could improve our retirement finances.Well worth paying for this type of financial ‘health check’. More...
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Phillip Bray
We have now worked with BlueSKY for over two years and are never failed to be impressed by the dedication the team show to their clients. The passion and ethusiasm that Mark, Rob, Jeremy and Victoria have for their work is inspiring. As is their technical knowledge, so vital in these times of increasingly complex legislation. BlueSKY are up there with the best financial planners in the profession and I'm very happy to recommend them. More...
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lyn roberts
Coming up to retirement is not easy, especially if you have had pensions frozen throughout your career so have resulted in multiple pensions to manage like us it was very daunting. We contacted Bluesky and they sorted everything. We new it was sound advice because we’ve reached our goal, when we couldn’t see the wood for the trees they made it clear and we just sat back and let them do what they do best.We are now retired and enjoying every minute.Lyn, Tadley Hampshire More...
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Andrew Harvey
We have been with Bluesky since 2013 and have really appreciated their professional and friendly service. They took the time to listen to us and took our requirements on board which convinced us to move our investments to Bluesky to be managed. Through the annual reviews any changing circumstances have been accounted for and they are always happy to advise if required during the year outside of the review. We have no hesitation in recommending Bluesky.Andrew and Helen Harvey More...
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Anna Dawson
Mark Penston at Blue Sky has managed my pension portfolio for over ten years. I have been very pleased with the way my portfolio has been managed and the results that have been obtained for me over this period. Mark brings a great deal of experience and knowledge as well as sound judgement to the advice he gives me. The service is very personalised and the company always make you feel you are an important client. I would highly recommend them. More...
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Mark Moffat
Bluesky has really helped me to stop worrying about whether I will have enough money to retire. They helped my wife and I work through our monthly spending requirements post retirement and then we were able to model how much we needed to put into our pensions to reach our goal. They then advised on pension plans and investments and consolidated various company pensions that were not performing as well as they could. Our investments are actively managed by BlueSky and I'm happy that my pension fund is working as hard as it can. One less thing to worry about! More...
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Tony Jones
Sometimes in life, even if you have a well-managed work pension, you need independent financial advice, for example if considering retirement options. I found the experience with BlueSky very professional and thorough. All information was discussed, all my questions answered and the adviser also made sure I had the information I needed as well as what I thought I wanted.No hesitation in recommending them. More...
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Valerie Kennedy
Having not reviewed our pensions and life insurance requirements for nearly 15 years we felt it was long overdue so approached Bluesky. Our FA took his time to go through all our requirements and answer all our queries, and we were very happy with the his recommendations for both pensions and life insurance. We now feel we are better placed for the next 15 years. Highly recommended. More...
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Stephen Jones
Very comprehensive analysis and advice.
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Fiona Faulkner
I contacted Bluesky in 2016 to review my finances. Jeremy took the time to understand my situation, what I was looking to achieve, and prepared a very thorough financial review with recommendations on how I might consolidate my savings/ pension schemes, which I moved forward with. We review the performance of my investments once a year, but additionally, Jeremy has been able to advise and guide me on a wide range of related subjects when requested. The service provided is professional, friendly, and enables me to have peace of mind that my finances are being looked after by experts in their field. More...
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Anna Stephens
My mother is an existing customer however I now manage her affairs with a PoA. Blue Sky have assisted me in assuming all her financial dealings and I am reassured that they are continuing to look out for my mother’s best interests.
Ariane France Fortin
We consulted Bluesky on a friend’s reference (who was previously working as a financial planner). We had our first meeting in 2018 and a couple more since and several exchanges of correspondence. They have made a real difference in helping us to straighten our financial planning and we are very happy with the services and advices received so far. We are planning to carry on using their services for the years to come. More...
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Jon Ewing
I have had dealings with Mark and others in the Bluesky team for almost eight years and would not hesitate to recommend them as professional, expert and trustworthy.
Reviewed on Google Maps
