Blue Sky Financial Planning Limited

Reference number: 211720

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When blueskyfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 756560 is
  • Who else gives the postcode BH12 1JY
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Other names (8)

If you were contacted under any of these names, it is this firm.

  • Harold G Walker & Company Financial Planning Limited Former name
  • Barton Financial Former trading name
  • Big Red Wealth Management Former trading name
  • Blue Sky Former trading name
  • Blue Sky Care Services Former trading name
  • Blue Sky Mortgage Solutions Former trading name
  • Etopia Wealth Former trading name
  • Virtuous Money Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04423547
Company status
Active
Company type
Private limited company
Incorporated
24 April 2002 (24 years old)
Registered office
Suite 8 Bourne Gate, 25 Bourne Valley Road, Poole, Dorset, BH12 1DY
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Gary Neild Director Dec 1958 24 Apr 2002 5 other companies
Russell Franklyn Skinner Director Aug 1982 19 Jan 2017 1 other company
Tamis Marion Dimond Director May 1985 1 Mar 2018 None

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
6
closed down
4
is FCA-registered
1

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£511k

+20% from £425k

Cash at bank

£330k

+22% from £271k

Employees (average)

19

Same as 19

Owed within a year

£302k

+58% from £192k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04423547. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Blue Sky Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (8) All events (40)

2022

15 December 2022

  • Blue Sky Employee Trustee Limited took control (75–100% of shares)
  • Gary Neild gave up control

Companies House

2016

6 April 2016

  • Gary Neild took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

26 September 2002

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

27 August 2002

  • Changed its registered name from "Harold G Walker & Company Financial Planning Limited"

FCA register

24 April 2002

  • Incorporated at Companies House

Companies House

In the full report: all 40 events

  • All 40 events in its history (8 shown here)
  • Every director appointment and resignation: 15
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Firms connected to Blue Sky Financial Planning

Other FCA-listed firms that share a director, phone number or address with Blue Sky Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1
past link
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
  • 1 past link through former directors
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Firms like Blue Sky Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Poole

Apex Cb Financial Planning LimitedPooleAuthorisedBaggette & Company Wealth Management LimitedPooleAuthorisedBaker Davies LtdPooleAuthorisedBlue Pebble Finance LimitedPooleAuthorisedChristopher NewcombePooleAuthorisedGreenfields Financial Management LimitedPooleAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Blue Sky Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 40 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Blue Sky Financial Planning Limited FCA authorised?
Yes, Blue Sky Financial Planning Limited (FRN 211720) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2002 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Blue Sky Financial Planning’s phone number and website?
The FCA register lists the phone number 01202 756560 and the website blueskyfp.co.uk for Blue Sky Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Blue Sky Financial Planning a scam or clone?
Blue Sky Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Blue Sky Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Blue Sky Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Blue Sky Financial Planning?
Blue Sky Financial Planning is owned by Blue Sky Employee Trustee Limited, which holds 75–100% of shares and 75–100% of votes, since 15 December 2022. Before that, it was controlled by Mr Gary Neild.
Who runs Blue Sky Financial Planning?
Companies House lists 3 directors of Blue Sky Financial Planning: Gary Neild, Russell Franklyn Skinner and Tamis Marion Dimond.
How long has Blue Sky Financial Planning been in business?
The company was formed on 24 April 2002, and has held its current FCA authorisation since September 2002.
What do Blue Sky Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £511k (+20% from £425k) and cash at bank of £330k (+22% from £271k).
Does Blue Sky Financial Planning use any other names?
It has previously used 8 other names, including Harold G Walker & Company Financial Planning Limited, Barton Financial and Big Red Wealth Management.

Sources and links

The full report on Blue Sky Financial Planning Limited

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