Who are Sky Blue Wealth Management Ltd?
Sky Blue Wealth Management are Independent Financial Planners that have the experience and expertise to assist you and your Family making key financial decisions through your lifetime. Graham Foster (Owner of Sky Blue Wealth Management) has successfully built long-standing relationships with clients for 20 years; assisting them and their families to achieve financial independence.
Sky Blue Wealth Management is proud to be a small boutique firm because this means we are able to provide higher levels of personal care and attention to the needs of our clients. We find that many clients join us because they become disillusioned with the delivery of financial planning in large institutions. As a client, they find they are treated as an individual at Sky Blue Wealth Management and have a close working relationship with Graham and our team at all times.
Who are Comet Wealth Ltd?
Ian Russell (MD of Comet Wealth) and Graham Foster (MD of Sky Blue Wealth Management) have known each other for many years. As they got to know each other Graham quickly understood a natural alignment between the two firms together, to deliver solid financial planning solutions to clients. The objective of both Ian and Graham to allow Sky Blue Wealth Management to become an Authorised Representative (AR) of Comet Wealth was to bring together a wealth of experience together, focussed on improving the delivery of independent financial advice to their joint clients through Comet Wealth.
Graham’s overall objective has always been to work with likeminded people, to challenge how Sky Blue Wealth does things. Working in partnership with Ian and the Comet Wealth team provides compliance oversight, administration and research support to Sky Blue clients; but more important it also provides an opportunity to pull together the vast experience of both teams to focus on providing the best delivery of financial advice to our clients.
Effective solutions in plain language
I met Graham, by way of recommendation from one of his former colleagues and I have never looked back. It takes a certain kind of person to deliver clear, unemotional and factual assessments, opinions, recommendations and planning and Graham is that kind of person. Over the time I have known him, our relationship has grown, from the solid and well structured beginning, to what is now a complete financial planning service, supported with sound advice and guidance. That is why I had absolutely no hesitation in moving my financial affairs management to Sky Blue Wealth Management, as no one else has been able to understand my needs and provide effective solutions in plain language, supported in an understandable format and delivered in such a personable manner.