Protecting your investments

for your future
& your family's future

Come rain or shine give us a call at Skyblue Financial Planners

0118 958 2425

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About Skyblue Financial Planners

The Team of Financial Planning Advisers at Skyblue Financial Planners, Oxford Road, Reading, Berkshire

At Skyblue Financial Planners we take a fresh approach to financial planning. You may have heard of Independent Financial Advisers and perhaps have even consulted one in the past. But while we are able to provide the full range of services you would expect from Independent Financial Advisers, we prefer to think of ourselves a little differently.

Put simply, advice just isn't enough. The only way to feel confident about your future finances is to have a clear and realistic picture of what your income, savings and investments can do for you in the coming years. To achieve your aims, whether it be owning your own home, protecting your family and your property, or planning your retirement, you need a plan.

Skyblue Financial Planners will help you take control of your finances and get where you want to be. Our financial planning consultations will give you the insight you need to make those life-changing decisions. Once your plan is in place, you can choose to manage your own investments, or leave it to us, safe in the knowledge that you have more than just a financial adviser, you have a personal financial planner.

What is Skyblue Financial Planners?

At Skyblue Financial Planners you can talk to a qualified Independent Financial Adviser based in Central Reading just a few minutes' walk from the town centre and round the corner from Reading West Railway Station.

One of our advisers can offer you expert guidance in any aspect of financial planning, including:

  • Wealth Management
  • Mortgage Advice
  • Pensions and Retirement Plans
  • Inheritance Tax Planning*
  • Investments

Skyblue Financial Planners Reading can advise on anything to help protect and grow your hard-earned savings for your future and for the future of your family.

For more information on our services, call us on 0118 958 2425 or read on to learn about our advisers and our services.

*Not regulated by the FCA

Wealth management, Mortgage Solutions, Remortgaging, Pension Planning

The Team

Doug Cowan SMS Cert CII (MP & ER) at Skyblue Financial Planners, Oxford Road, Reading, Berkshire

Doug Cowan - DIP PFS SMP (ER)

Financial Planner

  • Over 25 years of experience in financial planning
  • Studying towards Chartered Status with C.I.I.
  • Qualified member of Personal Finance Society PFS

Doug has more than 30 years' experience in the financial services and banking industry. He is diploma qualified and specialises in wealth management for his clients; he is also a member of the Society of Mortgage Professionals and advises on Equity Release, dealing with both private and commercial clients.

Gary Winchester, Financial Planner at Skyblue Financial Planners in Oxford Road Reading

Gary Winchester - Cert CII (MP)

Financial Planner

History / Background: Gary has worked in the insurance industry for over 20 years, he worked his way from an Insurance Consultant to Branch Manager at his previous company.

Gary joined Skyblue Financial Planners in October 2014, his current role within the firm is to provide Skyblue Financial Planners customers with solutions to all of their Mortgage and Protection needs. Gary also assists with all General Insurance advice.

Gary is currently working towards achieving his Diploma in Financial Services.

Amy Hickin, Personal Assistant, Skyblue Financial Planners, Oxford Road, Reading, Berkshire

Amy Hickin

Office Manager

History / Background: Amy has worked in the General Insurance industry for 6 years as an Administrator and Insurance Consultant for an Independent Broker. She joined Sky Blue Financial Planners in January 2015 as a Personal Assistant/Office Administrator.

Amy's role is to assist the partners of the firm and also act as a support to Skyblue Financial Planners clients.

Amy intends to work towards achieving qualifications within the Mortgage and Protection sector.

Paul Cowan, Financial Planning Adviser, Reading, Skyblue Financial Planners, Oxford Road, Reading, Berkshire

Paul Cowan

Administrator

History / Background: Paul has worked in the retail industry for over 10 years, he worked his way up to be a Manager at his previous company.

Paul Joined Skyblue Financial Planners in July 2016. He is currently working towards achieving his General Insurance Qualifications.

Protect and grow your hard-earned savings with independent financial advice from Skyblue Financial Planners

Contact

At a typical first financial review meeting we will need to talk to you for at least an hour to get a full picture of your financial situation before we can offer informed and educated Independent Financial Advice. So please contact us to make an appointment at a time to suit you. We may be able to visit you at home or at work or you can come to our offices in Reading's Oxford Road.

Visit our office in Central Reading, just a ten minute walk from the town centre and moments away from Reading West Railway Station

Skyblue Planners Limited trading as Skyblue Financial Planners is an appointed representative on The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered office address: Certax Accounting Basingstoke, First Floor, Unit D Loddon Business Centre, Roentgen Road, Basingstoke, Hampshire, England, RG24 8NG in England and Wales. Reg No: 09522830

If you have any questions about our financial planning services, please let us know. Should you have a complaint, we welcome your feedback as it gives us the opportunity to improve our service for everybody. For further information on how we can put things right please download our complaints leaflet.