JP
Johanna Payne-Knauf
Advisor Support at Blue Sky Financial Planning
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Work Experience
Advisor Support
Dec 2018 - Present · 6 years
Paraplanner
May 2018 - Dec 2018 · 7 months
Paraplanning And Administration
Sep 2006 - Aug 2017 · 10 years and 11 months
Company Details
Blue Sky Financial Planning are a company of independent financial advisers offering bespoke financial planning. We are not owned by an institution or life assurance company and therefore we have the flexibility to adapt our business quickly to deliver value to our clients. Blue Sky Financial Planning was formed in October 2002 with the emphasis on providing high quality independent financial advice and w now have a team of highly qualified specialists who all play a role in delivering strategic advice and wealth management to our clients. Our team has many years experience in the industry with the main front-line advisers each having accrued over 20 years service. Our corporate balance sheet is very strong because we take our own advice! We have a focussed strategy, are prudent, protective and are always seeking to take advantage of opportunities. We are authorised and regulated by the FCA and therefore have to adhere to a strict code of practice. Central to our proposition is the investment management of client money hence why we operate our own investment portfolios.
Year Founded
2002
Social Media
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Industry
Investment Management, Insurance consultants, Financial and insurance services, Business Services, Foreign exchange brokers and dealers, Investment Services
HQ Location
7 Vista Place Coy Pond Business Park Ingworth Road Poole, Dorset BH12 1JY, GB
Keywords
Financial PlanningTaxPensionsInvestmentsRetirement PlanningsInherited Wealthand Business Management
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