About Us

Our People

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 - Managing Director / Certified Financial Planner

The TeamI 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 & Operations Director

The TeamI have worked in the financial services sector for over 30-years predominantly in compliance and sales support roles.

At Blueberry Wealth Management my role focusses on compliance and operational oversight.  Overseeing the delivery of exceptional standards in every aspect of our service is the primary part of my role.

Rhys Jackson - Chartered Financial Planner

The TeamI 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.

Lewis Mills - Client Service Executive

The Team I joined Blueberry in 2016 via the Apprenticeship Programme focussed on Business Administration and have since progressed within the firm spending time with the Mortgages and Protection team, before taking up a position where I provide logistical support to the wealth management team.

Key to my role is a proactive approach to the support I provide to the Financial Planning team ensuring that our client’s always receive market leading service. 

In my spare time I enjoy football, UFC, and NFL as well as socialising with family and friends.

Phone Call 0800 901903 to find out more about the company and how we operate.