Blue Sky Financial Planning Ltd

At Blue Sky Financial Planning, we’ve never believed that financial advice is just about numbers on a spreadsheet. True financial planning is personal. It’s about your life – how it feels now, and how you want it to feel in the future. It’s about the pressure that builds when responsibilities mount. The uncertainty of life’s big decisions. The desire for more ease, freedom and peace of mind… and the courage it takes to face change, and act.

We created our film, The Search, to bring all of this to life in a completely different way.

We hope you enjoy!

The Search Change, is disruptive and all around us... are you searching for a constant in a world that never stands still? With special thanks to: Rowe Films –…

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 here at Blue Sky as we welcome Lesley to the team.

DorsetBizNews - thanks for the great feedback about our new look.

Headlining today on www.dorsetbiznews.co.uk

Just click on the links to read our stories.

1. Connect, Collaborate, Grow: New and free online community is launched for businesses of all sizes by ActionCoach West Dorset. https://www.dorsetbiznews.co.uk/news/connect-collaborate-grow-new-and-free-online-community-is-launched-for-businesses-of-all-sizes/

2. Biz People: Lesley moves from marine electronics to Blue Sky Financial Planning Ltd; Casidhe appointed Partner at Saffery Champness Chartered Accountants in Bournemouth; New Business Development Director joins investment manager O-IM. https://www.dorsetbiznews.co.uk/news/biz-people-lesley-joins-blue-sky-casidhe-promoted-to-saffery-champness-partner-o-im-welcomes-tom/

3. Gallery: Big-hearted businesses thanked for raising £30,000 for Lewis-Manning Hospice Care in '30 for 30' campaign. https://www.dorsetbiznews.co.uk/news/gallery-big-hearted-businesses-thanked-for-raising-30000-for-hospice-charity-in-30-for-30-campaign/

PLUS

Today’s featured article and ‘Marine is in my blood’ says Emily as we spotlight Saltwater Solutions - SWS LTD in this month’s Marine Matters, brought to you in association with Gallagher. https://www.dorsetbiznews.co.uk/marine-is-in-my-blood-says-emily-as-we-spotlight-saltwater-solutions-in-this-months-marine-matters/

All this, and more, on Dorset’s #1 business news website.

DorsetBizNews, a Black Ox Media & Events company.

🎉 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.

What a year it's been. We are proud of how we've steered our clients through these continued difficult times and we see it as a privilege to have been entrusted with managing our clients' wealth.

Thank you to everyone for your continued support this year, we wish you all a wonderful Christmas and a prosperous 2022.

Rather than send Christmas cards, in what has now become a bit of a Blue Sky tradition, we have taken the opportunity to demonstrate that even though we take our work very seriously, every so often, we think it's perfectly fine to throw on some dancing shoes and boogie the night away... we hope you enjoy our Christmas video!

Wishing you all a wonderful holiday season,
Best wishes
Gary Neild and the Blue Sky Team

Check out 'Rockin' Around the Christmas Tree' on JibJab.com Christmas rocks. Now it can rock even harder when you star in this merry music video. Just upload your photo and start rockin' elf style!

And we are back in the room! It was so wonderful today to welcome 70 clients to our first in-person seminar since January 2020.

Gary Neild welcomed speaker Tom Collins from Foresight Group and Phoebe Stone from LGT Vestra LLP to an event we titled ‘Reasons To Be Cheerful’.

Big thanks to the Captain’s Club in Christchurch for hosting us once again.

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