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.
Christopher 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.
Advisory Team
Alexander Hamilton
Specialist Lending
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Alex joined Blueberry to lead the team at Blueberry Specialist Lending which focuses on bridging and second charge lending. With extensive and diverse financial services experience spanning over 13 years, Alex role adds substantive value to the Blueberry Financial Services proposition.
Oliver Wickham
Financial Planner
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Oliver has been with Blueberry for over 6 years and plays a pivotal role at the core of the Wealth Management Team. With a solid background in delivering consummate client service, Oliver is poised to become a significant contributor to financial services representative of the next generation of financial planners who are able to communicate across a multi-generational client portfolio.
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.
William Puttock
Protection Consultant
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William offers whole of market advice on all aspects of your protection planning. Whether you need advice on insuring your home and personal possessions or guidance on the best product to safeguard your income and family’s standard of living, William will be able to provide advice and a recommendation that best suits your needs and circumstances.
Charlene Huxford
Senior Mortgage Consultant
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Charley has extensive experience in sourcing complex mortgage solutions including complex buy-to-let lending, contractor mortgages and poor credit repair. Offering whole of market advice on all types of lending Charley quickly establishes the best course of action for all of her client’s and routinely receives plaudits for her proactive approach to lending solutions.
Meet 'Radar' - Staff Morale Officer
Support Team
Oliver Constantine
Broker Support Manager
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Ollie’s primary role is to manage the broker support team while providing first line sales support to our specialist lending team; leading by example Ollie liaises directly with clients and brokers to ensure a seamless top-end process from start to finish. Ollie has first-hand experience of interacting with brokers and clients alike and he brings a positive energy to the role.
Ewan Board
Specialist Underwriter
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Ewan originally joined Blueberry via their award-winning Apprenticeship Scheme. With a passion for finance, accounting and ‘numbers’ Ewan is keen to progress within Blueberry so has taken a role as our Specialist Underwriter. Ewan is responsible for providing first-line technology support to the entire team, however, his primary role is to act as an intermediary with our clients, brokers and the Blueberry Specialist Lending team.
Joel Harford
Broker Support
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Joel has joined the team with a extensive background in customer service and provides first line pro-active sales support to our specialist lending team. His daily responsibility is to liaise closely with clients and brokers to provide regular communication on the progress of their borrowing application to ensure that they received a seamless journey at all times.
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.
Charlie Crane
Para-planner
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Charlie joined Blueberry via their award-winning Apprenticeship Scheme and has quickly established himself as a ‘go-to’ member of the team adopting a hybrid role within the business. His ‘can-do’ and very proactive nature has added quantifiable value to the Blueberry family. Charlie has now finished his apprenticeship and has been promoted to the role of Wealth Management Para-planner joining the fast expanding Wealth Management Team to enhance our team.
Jack Holbrook
Business Apprentice
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Jack has joined the team via their award-winning Apprenticeship Scheme. Jack’s role is to provide both pre and post sale support to Charlie and the Wealth Management Team, adding further value to their market leading wealth management proposition.
Finance & Operations Team
Deb Owen
Office Manager
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Deb has a wealth of experience managing office environments including co-ordinating the Estate & Property office at Kingston Maurward College. Key to Deb’s role is a hands-on approach to facilities management and making sure the systems and processes are proactively maintained.
Lewis Mills
Finance Officer
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