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 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.
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.
Services
Meet team awesome. 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.
We make a song and dance about your happiness. Because we think it's really important. And we make a song and dance about financial planning, too, because we know the difference a financial plan can make to your chances of achieving happiness. When it comes to tasks as important as planning for your future, securing financial peace of mind and accomplishing your dreams, it's worth taking the time to pick an approach that's right for you.
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.
I love working with Madeleine. She is such an understanding boss and has taught me a lot, both professionally and personally. 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.
Whether you're still enjoying a full work life, or retirement can't come soon enough, it's never too early - or late - to start planning for retirement. We work with clients who are decades away from retirement as well as those who are looking to retire as soon as possible. In both cases, retirement is a change of life that requires deep thought and a well-developed plan.
Reviews
Be the first to review Blueberry Financial.
Write a Review
