About Us
Our Expertise
Where money is concerned it may go without saying that a client must feel assured that their adviser can be trusted to provide financial advice based on having the necessary expertise to do so.
Blueberry Wealth Management do not believe in complacency; we believe that our credentials speak for themselves.
Consistent track record
Our company founder and principal adviser; Peter Owen has been advising clients since the mid-1970’s and has embraced changes to the financial services sector during the past four decades. Despite the many onerous challenges that have presented themselves over the years, Peter has held true to his ethos of delivering significant positive differences to the lives of the clients he serves.
Peter started his successful career as an Agent of the Prudential Assurance ‘the man from the Pru’ an experience that laid the foundation for the provision of high quality financial advice and exceptional client service. Peter and his team have built upon this success to build strong long-term relationships based on integrity, impartiality and professionalism. Peter’s reputation speaks for itself, however, he has a reputation for being friendly and approachable while providing financial advice which is clear, concise and explained in an easy to understand manner.
Measurable expertise
The Blueberry Wealth Management team’s knowledge is extensive and measurable.
Rhys Jackson holds the prestigious title of Chartered Financial Planner which is widely regarded as our industry’s ‘Gold Standard’; Rhys is also a Retirement Planning Specialist and a Fellow of the Chartered Insurance Institute.
Blueberry Wealth Management is an ideal choice if you are looking for a qualified financial adviser who will put you at the forefront adopting a pro-active and considerate approach to your financial needs while conveying the confidence born from a consistent, measurable track record of success.
Call 0800 901903 to find out more about the company and how we operate.
