Madeleine Sunley
Independent Financial AdviserPlanner and Director of Blueberry
07968 479 219
madeleine@blueberryfinancial.co.uk
Qualifications
Member of the Chartered Insurance Institute (CII)
Advanced Financial Planning Certificate
My journey to Blueberry
I came straight from Birmingham Uni with a degree in Biochemistry to work at Standard Life, as they offered me a job and a pension and a company car. I couldn’t even have told you what an ISA was. I fell on my feet as I loved what I did and, supported by Standard Life, I took my financial planning exams quickly.
Having sold to IFAs for a few years, I realised that I was just selling products whereas IFAs were making a real difference to people’s lives. I wanted to do that.
So, I went to work for an IFA and started to build up my client base. I loved it, but feeling restricted by working for somebody else, I set up Blueberry Financial Ltd in 2008 and haven’t looked back. I now have a business that adapts quickly to my clients’ needs. I have added in financial planning (cashflow modelling), so that clients can see how their money will work for them throughout their lifetime, rather than meaningless illustrations from their pensions and investments.
I am now completely unemployable as the business fits around me and my clients brilliantly. I am living my life as I encourage my clients to do.
The best thing about being the Queen of Blueberry
Chatting to clients. Going through their financial plan with them and showing them how we can make their money work to realise their goals and dreams. It is great fun and so rewarding as it really makes a difference to people and their families.
Favourite quote
Yesterday is history, tomorrow is a mystery. But today is a gift – that is why they call it the present.
It all starts with a hot drink
And if you're lucky, a chocolate biscuit too!!
Whether it’s a tea, coffee or hot chocolate (Madeleine’s favourite), we think a drink and a chat in a relaxed environment is the perfect way to get things started.
