What image do you have in your head when you think of financial planners? Is it pinstripe suits? And boring, serious conversations? Is it dull offices and bamboozling jargon? It’s the image most people have.
I believe that financial planning should never be dull, boring or bamboozling. And that just because getting your finances right is a serious business, doesn’t mean our conversations need to be serious.
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 2009, 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
You’ll meet Karen when you come to the office, ring or email to ask a question or book a meeting. She’s the other friendly face of Blueberry and a key part of our success. (We’re never letting her leave.)
Because we want to ensure we spend as much time as possible looking after our clients and providing exceptional service, we’re supported by The Timebank.
Timebank provide us with paraplanning expertise, assisting with admin, report writing and research.
Compliance and Training Solutions (CATS) provide us with CPD and specialist compliance support.
Having CATS on board gives us the confidence of knowing we are not only keeping pace with changes to regulatory requirements but staying ahead of the curve.
We work with Caverley Lightfoot; a family-oriented firm of solicitors based in Maidenhead.
They’ve helped many of our clients when their needs have included will drafting, Lasting Powers of Attorney, and Trust and Estate planning, providing a professional, caring service.
Clarke and Poole
Sometimes our clients need help finding a mortgage. With more than 40 years’ combined experience arranging mortgages and protection,
Clark and Poole know the local property market inside out. We’re therefore delighted to work with them on this all-important transaction.
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.
Why choose us
When it comes to something as important as your future, your financial security and achieving your dreams, we don’t take any chances.
We employ rigorous standards, cutting-edge technology and genuine care and compassion to help you define and reach your goals.
And our emphasis on ongoing support means you needn’t worry you’ll be left to take the steps alone.