Independent Financial Advisers and active Portfolio Management

Independent Financial Advisers and active Portfolio Management from Blue Sky Financial Planning Ltd

By: Blue Sky Financial Planning Ltd  14/10/2011
Keywords: investment management, financial advisors, wealth management services

We provide advice on a wide range of investments, embracing a multitude of asset classes across suitable tax accounts. We offer active management across a spectrum of 10 model portfolios.

It is widely regarded that retirees who have a focussed strategy before and after retirement are better off financially.

Integral to any wealth management programme is the need to protect assets/income against ill health and death.

IHT Planning
With the Inheritance Tax threshold frozen at £325,000 until 2013 there is an even greater need to embark upon planning to mitigate this tax.

Corporate Strategy
An effective business plan is vital for continued corporate success. Part of this plan should consider risks to the business, tax liability and how best to extract money from the business.

School Fees

As with most planning, the earlier you have a strategy the better. Blue Sky will create a plan to optimise return using a variety of tax allowances.

Care Fees
It is important to ensure that a lifetime of building assets is not eroded quickly due to the high cost of care. Having an effective care strategy offers a greater choice for your future care environment.

Blue Sky offers impartial mortgage advice from across a wide array of lenders. We are able to research and design a suitable mortgage package to suit your requirements.

Keywords: financial advisors, ifas in dorset, inheritance planning, investment management, Retirement Planning Advice, wealth management services,

Contact Blue Sky Financial Planning Ltd


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