Blueberry Wealth Management employs a team of qualified professionals; all of whom are dedicated to providing clients with a first-class service. Our ethos is to make sure our clients are confident that their best interests are at the forefront of everything we do for them providing truly independent financial advice on all aspects of financial planning.
Peter Owen - Independent Financial Adviser
I have enjoyed over four decades in financial services during which I have prided myself on providing my clients with a first-class client experience.
My experience has been achieved working in a variety of senior management positions which have given me a wealth of experience in training, development and people management. I firmly believe that our client’s financial journey should always be at the forefront of every service we offer thereby ensuring our reputation is industry leading.
In my spare time I am an avid ornithologist and enjoy spending time with my family and friends.
Christopher Moyse - Compliance Director
I have been working in the financial services sector for over 26-years predominantly in compliance and sales support roles.
My role at Blueberry Wealth Management is one of compliance oversight; key to which is delivering guidance, information and opinion on a day to day basis relating to the regulatory requirements of the firm. Treating our customers fairly is a fundamental aspect of our ethos and my role plays a critical part in making sure we continue to deliver value-added service to all our clients. I always strive to maintain a ‘can-do’ attitude in my work while demonstrating openness and honesty always.In my spare time I enjoy visiting National Trust properties with my partner and the newest addition to the family; a Jack Russell we have named Radar – suffice to say his ears explain his rather apt, yet unusual name!
Rhys Jackson - Chartered Financial Planner
I have spent most of my working life in the financial industry, part of which was with one of the world’s largest banks.
Achieving the highest qualification of Chartered Financial Planner and Fellow of the Personal Finance Society provides me with the depth of knowledge and commitment, to enable me to give high quality financial advice. I am also an affiliate of the Society of Estate and Trust practitioners (STEP)
I offer a full financial planning service to both personal and commercial customers, specialising in pensions, investments, and Inheritance tax planning, areas of which I can add real value.I also pride myself in giving a bespoke personal service to my customers.
Outside of work my time is taken up walking three dogs and spending time with the family. On the seldom occasion, I may also find time to play a round of golf.
William Puttock - Protection Consultant
My role is to offer whole of market advice on all aspect of your protection planning.
It is my responsibility to ensure you receive a comprehensive assessment of your protection needs based on your circumstances so you rest assured that you have a clear understanding of any shortfalls you may have.
Whether you need advice on insuring your home and personal possessions or require guidance on the best product to safeguard your income and family’s standard of living, I am able to provide advice and a recommendation that best suits your needs and circumstances. In my spare time I enjoy holiday’s abroad and am a keen footballer.
Oliver Wickham - Para-Planner & Trainee Financial Planner
I joined Blueberry Wealth Management as an apprentice studying business administration and, as such, successfully achieved a National Vocational Qualification in business administration.
My primary job objective is to support the wealth management team with sales and administrative support focused on providing the best client outcome. This work includes ensuring that the team has all the relevant information to hand when they are seeing a client; including fund valuations, fund fact sheets, trust paperwork and supporting information. As part of my career progression I am studying to become a financial planner and recently took and passed Financial Services, Regulation and Ethics which gave me a strong foundation in all aspects of financial planning. I am now studying Investment Principles and Risk.
I am actively involved in mentoring new apprentices who have joined Blueberry Wealth Management adding value to their work experience and making sure that they get a full understanding of financial services. In my spare time I enjoy spending time with my girlfriend and family. I am also a keen festival goer and annually enjoy Boomtown.
Charlie Crane - Business Administration
I joined Blueberry via their award-winning Apprenticeship Scheme and have quickly established myself as a ‘go-to’ member of the team adopting a hybrid role within the business which assists both the finance team and the wealth management team as well as offering pro-active support to the Compliance & Operations Director.
My primary role, however, is to provide administrative support to Oliver on a day to day basis to ensure that he is able to better support the advisory team. In my spare time I enjoy football, travel, the gym and spending time with my family.