Honest and detailed appraisals

I’ve have dealt with Graham for 8 Years. I was introduced by a friend, who like me was being made redundant from the BBC. At this point I wanted to understand the best way forward financially for me retire as I had also gone through a messy divorce. Immediately after meeting Graham he provided good counsel and put together a financial plan. As a consequence we put that plan into action where I kept my BBC Pension and set-up a new pension and transferred my old plans to a new pension. I also paid lump sum pension contributions and invested my redundancy monies separately. The objective throughout was to retire early.

As my circumstances have changed Graham continues to provide me with an honest and detailed appraisal of where things are for me in a way that gives me every confidence in his advice and recommendations. The result is I had the confidence to stop work at age 58 to go travelling, enjoy things and spend more time with my grandchildren. Through the Pension and other investments I receive a monthly income that has helped me do the things I have always wanted. I am not a millionaire but I certainly feel like one! Graham is a fantastic person who I hold in very high regard which is why I followed him to Sky Blue Wealth Management. In my dealings with him I haven’t looked back and would have no hesitation to endorse him and his team.

I have only the highest praise for Graham

Graham has been my financial advisor for several years now, on the back of a recommendation from a former colleague.  I have only the highest praise for Graham, as he consistently demonstrates his deep knowledge and understanding of the many issues and tasks involved in managing my personal financial affairs.  He hasreal integrity, is very discreet, yet personable and friendly, and makes an otherwise complex area understandable and manageable.  His focus on trust and relationships (with clients and specialist advisors) gives me great confidence in him and his approach.  The fact that he can remember details as well as he does speaks volumes for the care he applies in looking after us.  I would definitely recommend him to other potential clients.

A professional relationship built on trust and the understanding of our financial plans

I was introduced to Graham via a colleague at a time when my wife and I had to make some very challenging financial decisions that would affect our future lives in retirement. Despite a long career in the financial industry, obtaining professional advice was essential and I sought help from Graham. Graham was thorough and yet skilful enough to be able to cut through the complexity, which in turn gave us clarity and allowed us to make decisions that gave us the flexibility we sought. Graham has access to a network of financial experts, strong trusted relationships which he has built up over many years which he brings into play when required. I reflected long and hard on Graham starting Sky Blue Wealth Management and came to the conclusion that it would give Graham the flexibility to spend more time on his clients which is where he has the biggest positive impact. It was also not lost on me that a great concern to clients is that a trusted advisor will move on and whilst there is never any guarantees in life Graham’s move to SBWM goes a long way to ensuring relationship certainty.

I have not hesitated in recommending Graham to others.

Cuts through the jargon and makes sure my needs are at the center of his thinking