Samuel’s background made him a natural choice to join our specialist lending underwriting team. Since joining Blueberry, Samuel has qualified as a mortgage adviser and his experience in underwriting has proved invaluable to him when considering the most appropriate lender for his clients. Samuel’s professionalism and commitment to a positive outcome makes him a natural, client centric adviser.
Oliver has been employed in the Financial Services sector since 2013 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 being a representative of the next generation of financial planners who can communicate across a multi-generational client portfolio.
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.
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.