We’re a boutique financial planning firm based in Ascot.
We’re here to help you understand your finances, plan for the future and achieve your dreams; some of the most important tasks you’ll ever undertake in your life.
My role, as an independent financial planner, is to help my clients visualise their ideal lifestyle and develop a clear strategy to achieve it.
Having worked in financial services for nearly 20 years, and at the helm of Blueberry Financial since 2008, I’m delighted that I’ve been able to help a great many people overcome their fears and realise their dreams. My unique approach combines financial and investing expertise with the human side of financial planning. I’d love to meet you.
“Wake up with a smile and go after life… live it, enjoy it, taste it, smell it, feel it.”
– Joe Knapp
I’m featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. Clicking on the VouchedFor badge (left) will bring up my VouchedFor page where you can read my client reviews and see my current user rating.
Financial planning explained
My role as a financial planner is to help you achieve your lifestyle goals.
Finances affect every part of our lives; from where we set up home, to how we spend our leisure time and when we’re able to stop working. Our comfort, mental wellbeing, sense of security and even physical health are all affected by our financial health; it’s worth taking the time to check in on them every once in a while.