Welcome to Blueberry Wealth Management

A friendly boutique wealth management firm with considerable experience in all aspects of financial planning
covering Dorset, Devon, Hampshire and Somerset.

Find out more about us and how to become a client.

Are we right for you?

We’ll work closely with you to understand your ambitions, your concerns and your attitude to risk to deliver a simple to understand wealth management solution.

PeopleGenuine, personal service

We don’t use relationship managers, you will have a dedicated Financial Planner and an Investment Manager who will work in partnership to build a plan that’s right for you.

PlantA long-term view

We will build you a personalised plan, but it doesn’t end there. We look objectively at your plans, applying a long-term view to provide a solution that works for you over the years.

HandsSupport at every life-stage

Our wide range of services and expertise, mean that we can help at every life-stage, from lifestyle protection or tax-efficient savings, right through to planning for retirement.

Thumbs upDelivering with confidence

We spend time getting to know you and your individual requirements, attitude to risk and objectives so that the solution we provide is delivered with confidence.

Phone Call our team on 0800 901903 to discuss how our financial planning services can help you.

Meet the Financial Planners

See the team that can help change your life for the better!

Peter Owen
Peter Owen
Independent Financial Adviser
Peter has enjoyed a successful career in financial services for over 4 decades focussed on providing a first-class client experience which has earned him the respect and loyalty of his clients.

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Rhys Jackman
Rhys Jackman
Chartered Financial Planner
Chartered Financial Planner and Fellow of the Personal Financial Services, Rhys provides the depth of knowledge and commitment, to enable him to give high quality financial advice.

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Sean O’Brien
Sean O’Brien
Independent Financial Adviser
Sean is an experienced Financial Consultant, with 12 years working within the financial services industry specialising in providing advice around Protection, Investments and Pensions.

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