Approach

Our Approach

At Sky Wealth we work with you to understand your personal financial goals so that we can deliver a financial plan tailored to you. This can involve providing you with a complete financial plan or you can select individual elements of our service to fit your specific needs. We use modern technology to deliver a service that is simple to understand, effective in its delivery and unique to your personal goals.

Understanding your situation

We believe getting to know you is both an enjoyable and critically important part of our initial meeting. This is because we believe that you should only take financial advice from an adviser that you feel you can build an honest, open and friendly relationship with. While you get to know us, we will gather details on your personal and financial circumstances, considering your existing assets and resources before we begin to understand you and your finances. We will then discuss your current position and specific needs while talking you through how we can help you.

Analysis and Design of your Financial Plan

Working with Sky Wealth will enable you to stop and take stock, stepping back from your busy life to identify your financial goals. Using the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your objectives allows you to compare where you are, where you want to be and put a plan in place to get you there. Once completed we will recommend the most suitable investment strategy, considering your tax situation and ensuring that your assets are placed in the best tax treatments allowed in the UK. At Sky Wealth, we believe good financial planning is not about saying "no" to your dreams, but about showing you "how" they can be achieved.

Presentation of your Financial Plan

This is where we put the wheels in motion. It can be provided as a standalone service or to fulfil your financial plan. Some people know what they should be doing but never quite get around to doing it, missing huge opportunities for their future. Whereas others simply do not know what they should be doing. Our extensive knowledge and experience ensure that your goals and dreams become a reality. With your agreement we will implement the recommendation for you. We store a copy of our recommendations, supporting information and any other important documents you provide on your client website, which you can access 24/7 when you like from anywhere in the world.

Ongoing Service and Information

As a Sky Wealth client, you are supported and empowered 24 hours a day, 7 days a week through your personal client website which you can access online or via your mobile apps. If you need to make changes to your plans or personal circumstances, you can use the personal messaging system to contact us. We believe it’s essential to review your finances at least once a year by offering a choice of face to face, phone or webinar meetings. This is arranged at a time, location and frequency that best suits your needs. Regular reviews help you stay in control of your finances, so you can face the future with ongoing confidence.

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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