/About Us
About Us 2016-12-05T16:20:53+00:00

ABOUT SKYRIDGE

Skyridge Financial Planning is a whole of market independent financial advisory firm committed to providing unbiased comprehensive financial planning advice and wealth management services

Our aim is to help individuals and businesses achieve their financial goals

Taking the time to understand our client’s unique circumstances and individual requirements is key to us developing strategies that are right for you.

We prioritise financial planning needs and offer solutions through protection and investment planning.

Skyridge Financial Planning offers comprehensive financial advice including:

  • Financial planning & creating strategic plans
  • Protection for you and those close to you
  • Helping you manage your finances in retirement
  • Building your wealth with tailored savings and investment strategies
  • Planning for retirement
  • Corporate planning including business protection

 

Whether it is protecting your loved ones or planning to pay for school fees or university costs or to boost your income in retirement, we are there by your side to assess your needs, ensuring you remain on course using the most appropriate financial products available.

Treating Customers fairly is the foundation on which our business is built. We recognise that our clients are all at different life stages and have differing needs and we aim to ensure our service is open to all who require expert advice to help them achieve their aims.

We firmly believe in working to the highest standards. Our philosophy is simple. We always aim to put the client at the forefront of all we do. We achieve this through an on-going commitment to our guiding principles and shared values:

  • Advice to always be in the client’s best interests
  • An honest open and transparent approach
  • Clear communications with no jargon
  • Full & open disclosure of all fees and charges
  • A complaints procedure to ensure any issues are fully investigated and dealt with fairly, properly and within a clear timeframe

It’s also reassuring to know that, in the UK, independent financial advisers (IFAs) are authorised and regulated by the Financial Conduct Authority. This means that we are bound to give you suitable financial advice; understanding all of your relevant circumstances and needs before recommending a product or service.

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