Financial Planning

Financial Planning

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. We believe good financial planning is not about saying “no” to your dreams, but about showing you “how” they can be achieved. As Benjamin Franklin once said: “If you fail to plan, you are planning to fail!”

Key Areas of Financial Planning

Creating your bespoke financial plan involves 3 meetings.

Initial MEETING

This is where we get to know you, what drives you and what you want to achieve from your finances. In doing so we identify your life and financial goals by getting you to stop and think about the life that you are living now and the one that you want to live in the future.

Analysis MEETING

This is where we show you whether your finances are on track to meet your dreams. For most people, they are not, and we explore various options that you may wish to consider enabling your dreams to become a reality.

Goal MEETING

The final meeting is where we talk you through the steps that you need to take in order to achieve your financial goals. This meeting will provide you with the clarity and confidence of what needs to be done. You will be given a report which details the action plan and specific timescales to implement the advice provided.

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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