Blue Sky Financial Planning Ltd

Directory Listing
Financial Planning
Based in
Poole, Dorset
01202 756560

Highlighted Services

About

Blue Sky Financial Planning Ltd

Blue Sky inspires company owners and directors to operate their personal wealth management strategies with a level of engagement similar to the focus on their company’s finances. In our vast experience, so many are dialled into their business metrics, but they and their families are often an afterthought when it comes to their personal wealth. We guide such people through their transition towards exit and help them understand what their numbers are. Just like a business plan, knowing your number is essential. How much do you need and when? The difference is when it’s focused on the individual, its about living the life they want with confidence, that they’ll never run out of money. In our experience, the majority wait until they have been “dealt a hand” and then react. Those that embrace financial modelling, alongside mentorship are more fulfilled, less concerned, and more willing to enjoy their money whilst they have good health. Come and see us at our stand and a discounted initial engagement fee will be available. Successful companies plan effectively and the same goes for successful individuals.

No items found.

Blue Sky Financial Planning Ltd

are attending:

Bournemouth

Business Expo

Stand
11
Thu
20
March 2025
Vitality Stadium
Find us on FacebookFollow us on TwitterConnect on LinkedInWatch us on YouTubeFind us on InstagramSchedule a Call

Address

Send Enquiry

If you've got a genuine enquiry, please send a message to this company below.

We'll send your enquiry directly to this company shortly
Oops! Something went wrong while submitting the form.