Blue Sky Financial Planning Ltd

Dorset IFA Helps Global Company

Press Release   •   Nov 23, 2011 12:56 GMT

ZURICH UK LIFE has recently elected local Independent Financial Adviser (IFA) and MD of Blue Sky Financial Planning, Gary Neild, to sit on the Zurich Life UK IFA Advisory Panel for a third successive year.  Chaired by Zurich UK Life Intermediary Sales Director, Richard Howells, the panel not only provides the well known insurer with a greater insight and understanding of the key concerns of the IFA market, it also offers a forum for regular constructive face to face debates about the challenges facing the financial services arena today.

As well as discussing topical issues and how they can be addressed by the industry and members working together, the panel are invited to give regular feedback on all aspects of Zurich’s proposition.  Although there was a re-selection of advisors to sit on the panel for 2011, Mr Neild was asked to sit again for a further year in 2011 and  is returning yet  again for another year in 2012 to continue with this good work.

Talking about the unique opportunity this presents, Neild quoted “the main aim of the Zurich IFA panel is focussed on enhancing the customer experience at all levels. For those who require advice, there is a clear commitment on how to achieve better outcomes”.

If you are not active in positioning your finances (mortgages, pensions and investments) in accordance with the economic outlook then please don’t hesitate to contact Blue Sky Financial Planning. For further information visit www.blueskyfp.co.uk or telephone Blue Sky on 01202 756560 for a free initial consultation.

 

ENDS

Blue Sky's approach focuses solely on what is important to the client, placing a strong emphasis on bespoke investment management strategies and continual assessment. Through our dedicated research and constant evaluation of assets and funds we are able to deliver active management across our portfolios.