Expanding wealth management firm Blue Sky Financial Planning has taken on a new administrator as the business continues to boom. Jonathan Brunnock has become the newest member of staff at the Dorset-based business after joining from a marketing firm. His all-round role at Blue Sky, based at Coy Pond Business Park, Poole, means he is client-facing as well as assisting … Read More
Seminar discusses post-Brexit economy
Investment expert Justin Urquhart Stewart has painted a somewhat encouraging picture of Britain’s post-Brexit economy. But he also warned a Poole seminar audience – organised by Blue Sky Financial Planning – that the market desperately needed a decision as to what will happen.
100 years of helping the blind
Dorset Blind Association (DBA) is celebrating 100 years of supporting blind and partially sighted people in the county with a centenary ball. The black tie event takes place at Bournemouth’s Hilton Hotel on Saturday, October 13 and includes a three-course dinner and dancing to a big band, plus a raffle, auction and casino. DBA, a registered charity founded in 1918 … Read More
Healthy heart plea to business owners
A top healthcare entrepreneur and doctor told Dorset’s leading business owners and decision-makers: “Look after your hearts.” Dr Anil Ohri, chief executive of the Dorset Heart Clinic at the Royal Bournemouth Hospital, gave his message to more than 80 attendees at the Dorset Chamber of Commerce and Industry’s (DCCI) Signature Lunch. The sell-out event, sponsored by Poole-based wealth management firm … Read More
New Blue Sky adviser has wealth of experience
Expanding wealth management company Blue Sky Financial Planning has added another experienced professional to its ranks of experts. Andrew Dunn’s appointment as Chartered Wealth Manager makes the Dorset-based firm’s team a record 15 strong. Poole-headquartered Blue Sky delivers comprehensive financial planning advice and guidance to a wide variety of people. Andrew – usually known as Gus – has joined … Read More
Blue Sky’s the limit for duo
Two new faces have strengthened the team of experts at a growing Dorset financial planning firm. Poole-based Blue Sky Financial Planning has appointed Trainee Paraplanner Michelle Watson and Pip Campbell as Head of Administration, as it expands its extensive services to clients. Managing Director Gary Neild said: “Our business continues to develop as more people turn to wealth planners for … Read More
Financial commentator is guest speaker at legal dinner
Top financial commentator Justin Urquhart Stewart offered his views on everything from Brexit to Donald Trump when he spoke to lawyers and their guests in Dorset. Famous for his red braces – but on this occasion wearing a tartan kilt – the co-founder of Seven Investment Management (7IM) covered the ‘rollercoaster’ of recent world events in an amusing speech at … Read More
Free financial advice at drop-in clinic
A free savings and pensions drop-in clinic is to be held at a thriving coffee lounge and business hub in February. Financial expert, Robert Newcombe, will be offering free financial advice at The Coffee Lounge in West Moors. Robert, executive financial adviser at Blue Sky Financial Planning in Poole, will be on hand at the Station Road venue on Tuesday, … Read More
Heart check plea for business owners
A Dorset-based financial planning firm has taken the highly unusual step of offering a range of new clients a free cardio-check throughout January.
Paradise Papers show tide is turning on tax
A Dorset-based financial planning expert is urging individuals, businesses and professional advisers to heed the message of the so-called Paradise Papers scandal and ensure tax affairs are kept above board. Gary Neild, Managing Director of Blue Sky Financial Planning in Poole (above), said the “net is tightening on illegal or aggressive tax evasion schemes which are entirely separate from minimising … Read More