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ESTATE PLANNING - The NEW Inheritance Tax Rules

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BUSINESS SME's - Financial Planning for Business Owners

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ESTATE & WEALTH PLANNING - Preserving Wealth

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INVESTMENTS - Mastering ISA's

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TAX PLANNING - 2024-25 Year End Tax Planning

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FINANCIAL - New Year Financial Strategies for 2025

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PROTECTION - Income Protection Insurance (IPP)

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RETIREMENT - Preparing for Retirement

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INVESTMENTS - Building Wealth

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PROTECTION - Personal Protection Options

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ESTATE PLANNING - Divorce

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ESTATE & WEALTH PLANNING - Mastering Finance in your 50's

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BUSINESS SME's - Planning for Business owners!

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ESTATE PLANNING - Trusts

ESTATE PLANNING - Safeguarding your legacy

RETIREMENT - A Bigger pension POT!

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INVESTMENTS - ISA Options 2024

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RETIREMENT - Navigating Retirement

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INVESTMENTS - Successful Investing

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TAX PLANNING - Year End Tax Planning

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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.

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.

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