Independent Mortgage Advisers

Certified Financial PlannerS

Your journey to financial freedom starts here!

Chart your course to financial freedom with tailored guidance. Our expert advisers are here to transform your aspirations into a roadmap for success.

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Financial planning with Blueberry Wealth Management

Our certified financial planners offer independent whole of market financial planning advice on a range of products and services from savings, investments, pensions and estate planning to help you achieve your financial goals. We provide market leading advice on all aspects of financial planning, helping you to grow, preserve and pass on your wealth.

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Our four stage process to start your journey

1 : Initial consultation meeting

1 | Initial consultation

Initial consultation meeting

We offer a complimentary consultation of up to one hour.

The purpose of this is to identify your personal circumstances, needs and objectives, consider your attitude to risk in terms of investment, time frames and your capacity for loss.

This meeting will establish what benefits would result from you using our services, outline associated costs, such as initial and ongoing fees, and give you the opportunity to appoint us.

2 : Review & recommendation

2 | Review & recomendation

Review & recomendation

This could involve a specific review of particular issues you feel require attention or could involve a complete overview of your entire financial situation.

Any or all of the following issues could form part of our review process and we would agree on this at the initial consultation:

  • Investment Review
  • Pension Review
  • Retirement Planning
  • Inheritance Tax Planning
  • Long Term Care Planning
  • Protection Review

3 : Report & implementation

3 | Report & implementation

Report & implementation

Report

The report will comprehensively outline your current position and will detail our professional observations and recommendations in each area.

By examining these observations against your stated objectives, we will recommend the actions we believe will, if followed, reduce the barriers to your objectives, minimise any risks we have identified and maximise the opportunities for achieving your goals.
The report will also contain the supporting information behind the recommendation including, where applicable, illustrations and product brochures (including key features documents).

Implementation

This part of the process only begins once we have agreement on the strategy to be put in place. This may involve arranging investments or acquiring products on your behalf or simply implementing a specific financial planning process, such as estate planning.

4 : Ongoing review & management

4 | Ongoing management

Ongoing management

An ongoing review service has always been integral to our business as we believe that this can add significant value to both individuals and businesses.

The purpose of this is to develop our planning strategies over time to take account of your changing circumstances and objectives as well as developments in economic conditions or legislation (for example taxation).

It also gives us the opportunity to provide you with access to new ideas and financial products.

Areas we specialise in...

Financial planning

Our advisers goal is to assist clients build the right plan that is tailored to their priorities now and in the future.

A client’s priorities can quite often change over time with commitments and responsibilities changing along the way.  Blueberry Wealth Management will work with you to ensure that you have the right plans in place to safeguard your financial future.

Investment planning

Choosing the right investment or savings plan yourself can be not only daunting but fraught with the potential for mistakes – have you selected appropriate funds; are they too risky or are they, perhaps, not risky enough for your attitude toward risk?

You could consider yourself to be an experienced investor or, conversely, you could be considering investing for the first-time; regardless Blueberry Wealth Management can provide you with access to our extensive years of experience and our professional independent advice.  You can be assured that you will receive quality advice.

Pensions & retirement planning

Planning effectively for your retirement has the power to provide you with financial freedom when you retire.

Blueberry Wealth Management provide everything you need to help you plan your finances before and during retirement. Pension freedom has changed the face of retirement planning so when considering whether your arrangements are sufficient or how best to access them now or in the future can be daunting. 

Our team of fully qualified advisers will always provide you with friendly and straightforward informed advice to enable you to make an informed decision.

Simplifying your existing pension helps avoid uncertainty in the future. Leaving your pension scattered in the wind with multiple companies can make it much harder to keep on top of them.

Transferring the funds into one transparent, simple to understand pension can provide piece of mind.

In addition new pension plans generally speaking have greater flexibility, not just in retirement, but leading up to it as well. You can start and stop regular contributions, make lump sum contributions and they normally have lower service charges while providing a more comprehensive fund choice.

The appropriateness of pension consolidation depends on your individual circumstances, as does the reasoning for doing so. It might be that you want to ensure that all of your ‘pots’ enjoy lower charges. Comprehensive fund choice could be important to you, thereby maximising the growth potential at the outset, while providing financial stability as you approach retirement.

Our pension consolidation service will help you identify your risk level, consider the most suitable solution based on your circumstances, and provide you with clear, simple and tailored recommendation.

Estate planning

There are not many of us who would want to be thinking about their mortality.

Blueberry Wealth Management are here and able to guide you on how to structure your assets and your estate so that you can be confident that, when the time comes, your wealth is distributed to the right people at the right time in the most tax efficient manner possible.

Your legacy

Sadly, Inheritance Tax can represent a hefty and very unwelcome bill for your loved ones; but this bill could be avoided.  The right plan can maximise the amount of wealth which stays within your family upon your death. 

Having worked hard all your life you no doubt want to be sure that your wealth is passed on to the right people.  Our estate planning experts can identify solutions that match your circumstances and objectives.

Providing a holistic approach

Our team firmly believe in providing a holistic approach which is why our estate planning service plays a part of our overall approach to financial planning whereby we help you to live the life you choose while making sure plans are in place to ensure your assets are effectively transferred as per your wishes in the event of your death.

Our qualified professional advisers will undertake a comprehensive review of all your assets to produce a tailored plan for you.  Everybody is different so as with all aspects of financial planning we will take sufficient time to fully understand your objectives.  Any investment, retirement and protection recommendations will be structured utlising the most appropriate arrangements to suit your circumstances.

Trusts

An appropriate Trust can help protect your assets for the benefit of your chosen Beneficiaries.  The right Trust can give you much greater control of what happens with your hard-earned wealth after you have passed away. 

A Trust can protect your assets and manage tax liabilities on behalf of the family and friends who are important to you.  Blueberry Wealth Management are here to lay out the very best options for you and your estate and to make sure that the right trust arrangements are recommended.

Meet our financial planners

Peter Owen

Peter Owen

Certified Financial Planner
Email Peter →
Rhys Jackson

Rhys Jackson

Certified Financial Planner
Email Rhys →
Oliver Wickham

Oliver Wickham

Certified Financial Planner
Email Oliver →

Request a consultation

Schedule a free no-obligation call and let's discuss how we can help your financial plans going forward.

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Other ways to get in touch

Address:
Blueberry Wealth Management
5A Widcombe Street
Dorchester, DT1 3BS
Business Hours:
Mon to Wed: 8am to 5:30pm
Thurs: 8am to 6pm
Friday: 8am to 2pm