Financial planning for your future

At Sky Wealth Management, we continually search for best value and choice and can respond to opportunities quickly on behalf of our clients. As a result, our clients are better informed, confident and empowered to reach their financial goals.

We adopt a jargon-free holistic approach to financial advice recognising that a change in one area can impact on others. So while you may come to us for specific advice on say a pension, investment or mortgage, we will always take time to look at your bigger financial picture. Based in South of England we have a long-standing history of working closely with business owners and high net-worth individuals. We are not here to push products, but instead to work with you, your goals and objectives in order to create a plan. This reflects Sky Wealth’s core philosophy to provide clear and transparent financial advice.

Who is Sky Wealth?

At Sky Wealth we put people first, at the heart of our ethos is our relationship with our customers, often built over many years. Our strong reputation is built on the excellence, passion and personal commitment to meeting our client’s needs first and foremost.

Why us

We provide clear, non-jargon based advice to empower you to feel secure and confident about your financial future.

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Our Services

Financial Planning

Working alongside us enables you to stop, take stock and then step back from your day to day schedule and identify your financial goals. This is the first part of planning, establishing where you are, where you want to be and putting a plan in place to get you there. Good financial planning is never about saying “no” to your goals  but showing you “how” they might be achieved. We can offer various no-fee tax wrappers and give you access to world-class investment funds. Plus, we can ensure that you are taking full advantage of the new pension freedoms.

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SIMPLY PLANNING FOR YOUR FUTURE

At Sky Wealth Management, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future.
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What our clients say

Rob has acted as our financial advisor for several years now, and we are both very glad that this is the case. He has reviewed, advised and organised our investments, our wills, our insurance, and regular savings for our grandson.

We are extremely pleased with the results Rob has achieved in each of these areas and know that his knowledge and attention to detail has ended with us getting a great outcome!

I no longer spend my time and energy fretting about financial matters as I know Rob has it in hand. The bonus is that Rob has achieved this without any “hard sell”, “blinding with science” or “flavour of the month” tactics. He’s as straight as a die, solid as a rock, and has the skill of knowing the level, to pitch to his customers.

Mr & Mrs B, Reading

Rob has helped us manage our finances for more than 15 years now.

We have always found him to be friendly, personable and he always makes us feel relaxed.

In our meetings he has shown that he is at the forefront of changes in financial markets, tax initiatives, and potential savings which are not only beneficial but in keeping with our portfolio.

He has listened carefully to us and understands our preferences. He explains clearly the options open to us and we have utmost confidence in his advice.

Mr & Mrs E, Andover
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Sky Wealth Management is authorised and regulated by the Financial Conduct Authority FRN 978184.

Registered office: Glan Yr Afon Isaf, Brynberian, Nr Crymych, Pembrokeshire, Wales, SA41 3TG.

Registered in England & Wales as a Private Limited Company 11649598

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