About Us

Peter Owen - Managing Director / Certified Financial Planner

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 & Operations Director

I 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

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.

Joseph Morrison - Financial Planner

I graduated from the University of Southampton in 2019, with a bachelor’s degree in accounting and finance.

Since graduating, I have worked in investment banking and asset management, before completing my diploma for financial advisers at the London Institute of Banking and Finance in 2023.

I am passionate about building strong relationships and delivering exceptional value for our clients.

In my spare time, you’ll find me on the beach with my wife and dog or playing a round of golf.

Ellen Owen - Estate Planning Consultant

I possess extensive experience in building professional connections and have a diverse role in the company.

My primary focus is Estate Planning Consultancy and providing advice to the Senior Management regarding business development.

In my spare time I enjoy time with my husband, being outdoors, walking and keeping fit.

Lewis Mills - Client Service Executive

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.

Harry Bown - Trainee Adviser

I joined Blueberry in 2024 as a Trainee Adviser after several years working in estate agency. Whilst studying to become a financial adviser I will be using my prior experience in customer service and attention to detail to support the team.

My current focus is to learn from the vast experience of the Blueberry Wealth team whilst using my experience to assist our clients.
In my spare time I enjoy walking my dog, traveling to new countries, and exploring different cultures.