Meet the Blueberry Head Office Team
The Directors
Peter Owen
Director
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Peter has enjoyed a successful career in financial services for over 4 decades focussed on providing a first-class client experience which has earned him the respect and loyalty of his clients. Over the past 40-years Peter has worked in a variety of senior management positions which have given him a wealth of experience in training, development and people management. Peter understands the need for a robust approach in his role as our Managing Director and such is motivated by seeing the service Blueberry delivers making a positive difference to our clients.
Chris Moyse
Director
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Chris has extensive experience in providing compliance and sales support with a career that spans over 25-years. Chris cut his teeth in a large blue chip financial services company; an experience which gave him a wealth of skills working with peers and senior management as well as on projects focussed on improving the compliance and sales support. At Blueberry Chris is responsible for delivering our compliance structure and producing value-added employee results while offering guidance, information and opinion as a member of the senior management team.
Jason Matthews
Director
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Jason has been working in financial services for over 30-years in various customer service and sales roles working for a large home service financial services company for over 15-years before taking the leap into running his own successful business. Jason acts as the Board’s Non-Executive Director and as such does not engage in the day-to-day management of Blueberry, however, he does play a pivotal part of policy making and strategic planning.
Senior Management Team
Peter Bailey
Senior Manager
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Peter Bailey has over 26-years’ experience in placing funding for property projects. His intimate working knowledge of senior debt lenders and Mezzanine finance companies gives him a unique edge in providing personal and bespoke funding packages for clients, investors and developers.
Lisa Jinks
Senior Manager
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Lisa has over 30-years’ experience in banking and financial services and heads up our experienced team of administrators. Liaising closely with all of our Consultants, Lisa ensures that the client journey is a smooth one and, wherever possible, improving our administration processes to make our service second to none.
Rhona Wiltshire
Senior Manager
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Rhona is our Business Development Manager and oversees our mentoring programme for new mortgage advisers making sure all mortgage advice is delivered to an exceptionally high standard. Working closely with advisers who are new to the industry Rhona helps them build their knowledge and guides them to becoming successful mortgage advisers. Rhona has a wealth of experience and personally provides mortgage advice on all types of products.
Advisory Team
Marc Benham
Consultant
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Marc has been a successful Mortgage Consultant for over 12-years and has extensive knowledge of the mortgage market including niche lenders. Marc offers advice on all aspects of lending including residential and buy to let mortgages; he is also able to access secured loans, bridging and auction finance. Marc offers personalised mortgage advice to all of his clients and will always go the extra mile to make sure his client’s expectations are met to a very high standard.
Adam Benham
Consultant
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Adam has worked in financial services for over 5-years during which time he has built up a wealth of experience supporting his clients with all aspects of their financial needs. Adam prides himself on delivering an exceptional customer service with a tenacious approach to providing best advice to his clients accessing the whole market to ensure he gets the best rates for residential and buy to let mortgages as well as specialist mortgage lending.
Charlene Huxford
Consultant
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Charley brings to Blueberry a wealth of experience as a successful adviser for a national estate agency as well five years in the banking sector. Charley offers whole of market advice on all aspects of mortgage lending, consistently delivering on expectations to a high standard.
Steven Mate
Consultant
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Steve gives whole of market protection advice on products such as life insurance, critical illness and income protection. Actively keeping up to date with all the leading protection products allows Steve to highlight any financial risks to his clients empowering them to make informed decisions on their protection needs. Steve also works closely with our nationwide team of advisers providing them with training and development on the importance of their clients properly protecting themselves.
Sean O’Brien
Financial Planner
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Sean is an experience Financial Planner with 12-years’ experience in the financial services industry. Sean provides advice on all aspects of financial planning including investments and pensions and aims to provide an honest a personal service to all his clients via holistic advice and planning. Sean prides himself on making sure his clients meet their financial goals via meticulous and astute planning.
Samantha Cowley
Consultant
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Sam joined Blueberry in January 2017 and has worked in the protection industry for over a decade. Sam gives holistic whole of market protection advice drawing upon her in depth knowledge of all products on the market. Sam works closely with our nationwide team of advisers providing them with training and development on the importance of their clients properly protecting themselves.
Michael Lathbury
Specialist Consultant
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Mike has over thirty years’ experience providing whole of market financial advice to his clients and has specialised in later life lending over the past six years. Mike’s main priority is client satisfaction and he prides himself on giving a tailored service based on his client’s very individual needs and circumstances.
Rhys Jackson
Financial Planner
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Rhys has spent most of his working life in the financial services industry, the lion’s share of which was working with one the world’s largest banks. Rhys is a Chartered Financial Planner and a Fellow of the Personal Finance Society as well as being an affiliate of the Society of Estate & Trust Practitioners (STEP). Rhys offers a full financial planning service for both personal and commercial clients specialising in pensions, investments and inheritance tax planning.
Support Team
Oliver Wickham
Trainee Financial Planner
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Oliver Wickham is a fundamental part of our Wealth Management Team providing comprehensive pre and post advice support to our team of Financial Planners. Oliver or 'Olly' has been with Blueberry for three years and optimises the strength of the National Apprenticeship Scheme - now a permanent and dynamic part of the team, Olly is now studying for his own career in financial planning.
Jack Knight
Apprentice Para-Planner
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Jack recently joined Blueberry via their award-winning Apprenticeship Scheme, and he has settled into his role as an apprentice para-planner working alongside Olly Wickham. Although he is new to financial services, he does have previous experience working in operational support with Marks & Spencer’s which already adds value to the wealth management team on a daily basis.
Jackie Harley
Administrator
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Jackie has substantial experience working in High Street Banks and Building Societies working in a variety of customer service roles. An integral part of our new business team Jackie always demonstrates a ‘can do’ attitude toward her work and is available to offer help and support to the team.
Beth Smith
Administrator
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Beth, although a relatively new member to our new business team, has already made her mark on the head office team delivering exceptional pro-active administration support. As part of her career development Beth is studying the Certificate in Mortgage Advice & Practice (CeMAP).
Katia Redford
Administrator
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Katia provides administration support to our Specialist Lending Team as well as helping on a daily basis in the new business department. Katia’s experience includes working with local independent estate agents giving her invaluable relevant knowledge for her role.
Kim Williams
Administrator
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Kim joined Blueberry and brought with her exceptional accounting experience built up over her extensive career. Kim has superb customer service skills and is extremely approachable making her a perfect fit on our after sales team.
Compliance and Finance Team
Paul Bartliff
Business Quality
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Paul’s primary role in Blueberry is to ensure that every piece of mortgage advice is suitable, affordable and plausible and he is proud of his robust approach to business quality where providing our clients with best advice is at the forefront of everything Blueberry does. On a daily basis Paul acts as a pivotal hub to our nationwide team of advisers making sure that all clients are treated fairly and consistently by providing them with real-time guidance on every piece of advice.
Lewis Mills
Finance Officer
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Lewis provides our day to day finance systems and controls working closely with the senior management team to provide them with accounting information. Lewis also provides the senior management team with statistical analysis and financial information on a daily basis working closely with the firm’s accountants to deliver high level data.
Oliver Constantine
Adviser Liaison
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Ollie provides our nationwide team of advisers with first line technical support both hardware and software related as well as being responsible for our onboarding process when new advisers join Blueberry. Ollie also plays a pivotal part of our monthly Roadshow and Foundation Courses further embedding his role as a linchpin for our advisers.
Charlie Crane
Apprentice Finance Officer
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