About Us
About Sky Wealth Management
On establishment of the business, Robert has over 20 years’ experience in the industry but also a vision not to focus on products but to provide solutions to meet client specific needs. Today we pride ourselves in providing straight talking financial advice primarily based in the South of England.
Why Sky Wealth Management
In astronomy the sky is called the celestial sphere, viewed from Earth’s surface as an abstract dome on which the sun, stars, planets & moon travel together. We adopt a similar holistic overview with financial planning recognising that changes in one area, can impact on another, to provide comprehensive advice on your family's financial past, present and future.
Sky Wealth will work with you to provide a bespoke, lifetime financial plan for you and your family covering all aspects of capital and income management up to, at and in retirement, including protection needs, tax-efficient investments, estate planning and the preservation of wealth.
What are our fees
Sky Wealth operate a clear and transparent fee structure. Following an initial consultation, we will talk through your circumstances and we will confirm our costs to you. When investing money, we charge between 1% and 4% of the sums involved, dependent upon work involved. For providing ongoing advice services, we charge up to 1% per annum. Financial Planning is charged for separately based on the complexity of your finances.
CONTACT USAbout me
Robert Jones CV
Robert is married, has a grown-up son and two daughters and lives in the Marlborough area of Wiltshire.
He remains passionate about helping people, many who have become good friends over time. Having entered financial services in his mid-30’s, back in the 90’s following an introduction to the industry.
This experience has helped the way people look at investing, estate planning, retirement planning, and tax planning whilst an ever challenging task, with regulation, product advances and provider changes both historical and no doubt into the future, I encourage you to take the time to explore my website and discover more about Sky Wealth and how we can help you benefit.
Most customers come to us through recommendation of a friend, business associate or a family member. We will listen and explore your financial goals and help to manage these future aspirations over time to minimise risk, reduce cost and keep our clients on track for better investment returns & goals.
Our unique client portal will give you a snapshot of your total ‘net worth’ and how you are progressing towards your financial & life goals.
