Meet the Management Team and Senior Staff
Peter Owen
Director
Send Email
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
Send Email
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
Send Email
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.
Peter Bailey
Senior Manager
Send Email
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.
Rhona Wiltshire
Senior Manager
Send Email
Rhona is Head of Mortgages at Blueberry overseeing the mortgage process from start to finish to ensure every client is delivered a personal and high class service. She has a wealth of experience in providing mortgage advice on all types of products and also works with Consultants who are new to the industry to help build their knowledge and turn them into successful mortgage Consultants.
Lisa Jinks
Senior Manager
Send Email
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.
Marc Benham
Consultant
Send Email
I have been a successful Mortgage Consultant for over 10-years with extensive knowledge of the mortgage market including niche lenders. I offer advice on all aspects of lending including residential and buy to let mortgages; I am also able to access secured loans, bridging and auction finance. I offer a personal mortgage advice service to all my clients and always go the extra mile to make sure their expectations are met to a very high standard.
Samantha Cowley
Consultant
Send Email
I joined Blueberry in January 2017. I have worked in the protection industry for over 10 years. I give holistic whole of market protection advice. I make sure i maintain in depth knowledge of all products on the market, making sure I’m giving the correct advice. I also work very closely with RI’S and assist with their learning and progress to ensure they achieve a CAS status. Working with blueberry has opened many doors and I feel I’m making a difference and its great working with a team that has knowledge in so many different areas.
Steven Mate
Consultant
Send Email
I give holistic whole of market protection advice on products such as Life Insurance, Critical Illness and Income Protection. I keep up to date with all the leading products. This allows me to highlight any financial risks to make sure my clients are aware and so they can make an informed decision. I also support our RI’s to assist their learning to achieve CAS. I enjoy working for Blueberry and really feel I make a difference with what I do.
Adam Benham
Consultant
Send Email
I have worked in financial services for over five years during which time I have built up a wealth of experience supporting my clients with all aspects of their financial needs. I pride myself on delivering exceptional customer service with a tenacious approach to providing the best advice to my clients. I am able to provide whole of market advice on residential, buy to let and specialist mortgage lending.
Michael Lathbury
Specialist Consultant
Send Email
I have more than thirty years’ experience providing whole of market financial advice to my clients specialising over the last 6-years in later life lending. Client satisfaction remains my main priority and I pride myself on giving a tailored approach to my client’s needs.
Sean O’Brien
Financial Planner
Send Email
I am an experienced Financial Consultant, with 12 years working within the financial services industry. I specialise in providing advice around Protection and Insurance products, Investments and Pensions. I work on a whole of market basis with a belief in providing holistic advice to correctly meet all clients individual needs.
Oliver Wickham
Trainee Financial Planner
Send Email
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.
Paul Bartliff
Business Quality
Send Email
My role in Blueberry is to ensure that the cases submitted to lenders by our registered individuals are suitable, affordable and plausible. We do this ensure that our clients are given the best advice and to protect not only our clients but the registered individuals and the company as a whole. We bookend the process by checking suitability reports to ensure that the full process has been a fair one for the client
Benjamin Reid
Finance Officer
To know more about the company we'd love to hear from you on 0800 901 903
