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.
My best present ever:
My engagement ring.
If I could do anything for a day it would be:
Go to Crossfit with my husband, Simon, and then go for a long walk in the Lookout (the forest near us).
The celeb I’d like to have a coffee with:
Ian McKellan as he is just awesome. On Graham Norton, he is a real character!
The first single I ever bought:
Spin Doctors – Two Princes.
Favourite movie of all time:
Favourite work of fiction:
Macbeth. I played Lady Macbeth when I was 14 and have loved it ever since.
Three desert island luxuries?
Wine, music, all Lego sets that are available as I love building them.
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.
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.