Customer Charter

Customer Charter

If you enter any of our Blue Sky Financial offices, you will see the following list of promises prominently displayed. Feel free to let us know how we are doing during or after the process.
Your feedback is most welcome.


We will listen carefully as you tell us about your financial goals and requirements.


In all of our dealings with you, we will be straight talking and we will avoid using jargon.


We are not tied to any financial institutions, and we can offer advice on a wide range of products.


Based on the information provided by you, combined with our market knowledge, we will seek to find the very best deals to suit your circumstances.


There will be no conflict of interest in our dealings with you.


Nothing is too much trouble. If you are unsure of any aspect of the detail, please ask for a clearer explanation.


We respect your personal information and will take all reasonable precautions to protect your privacy. Any personal information collected by us will be used only for the purpose indicated.