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A friendly boutique wealth management firm with considerable experience in all aspects of financial planning covering Dorset, Devon, Hampshire and Somerset. Blueberry Wealth Management provides a highly individual service based on the highest possible standards which is delivered by highly qualified professionals who you can rely on and trust. Their objective is to deliver expert financial advice on all aspects of financial planning designed to preserve and grow your wealth portfolio. Blueberry Wealth Management is committed to improving our client’s financial prosperity.
5A Widcombe Street, Poundbury, DT1 3BS, Dorchester, United Kingdom
4.4
10 reviews
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I have been using this company for a long time. My contact is James Douglas, no words on this review can describe how much James did for me, went above and beyond I would of been lost without him. Thank you James for all your help. Julie M
Blueberry Wealth were excellent to deal with, Ewan was so helpful and explained everything to me very clearly, I can certainly recommend Blueberry Wealth. Thank you for all of your help. K,Selby,
Ewan was fantastic, he found us the best mortgage available, always easy to get hold of and answered any emails promptly. He’s been such a great help to us. Would 100% recommend, and will definitely be using Blueberry again for our next venture. Thank you so much Ewan!! 🤩
Blueberry was 1 the company’s recommended in my pension review booklet. Our advisor was very amicable and very knowledgeable on the various products available. Very pleased with service offered.
Reply from Blueberry Wealth
Thank you for your kind words Mr Allmey.
Very easy and reassuring experience with Oliver Wickham, his knowledge and experience was so helpful in setting up my private pension. Gave lots of options with reasonings and benefits, with great detail. Excellent communication before and after our appointment keeping me informed if there was anything I needed to do. Could not recommend enough of his service and expertise. Will be using him again for any financial advice I need in the future!
Reply from Blueberry Wealth
Thank you for the kind comments, happy to help.
Excellent experience from start to finish. We were late to our first appointment (our fault) but were greeted with empathy and a coffee! Oliver gave us his knowledgeable advice regarding life insurance, ISAs and savings schemes. Communication was swift and our new policy was set up very easily saving us substantial amounts each month. We will be using Blueberry Wealth again in the near future. Highly recommended; thank you.
Reply from Blueberry Wealth
You are more than welcome, happy to be of service. Oliver
Oliver was incredibly knowledgable and helpful in setting up a stocks and shares ISA for our daughter. He took the time to explain investment options and we have every confidence in those selected by him. Thank you!
Reply from Blueberry Wealth
Thanks Jack, glad I could help you and the new-borns future! Oliver.
Oliver took out a review and gave advice to transfer my pension pots. He demonstrated many benefits which have helped improve my savings ahead of retirement. He also arranged life insurance to cover my new mortgage. Oliver was very thorough, he is super responsive and achieving a great customer experience is clearly valued.
Reply from Blueberry Wealth
Thanks for the kind review. Oliver
Set up an investment ISA for me. They were very helpful in explaining the process, where my money was going and what to expect. They've also been able to answer any questions I've had and are always prompt with responses.
Reply from Blueberry Wealth
Thanks for taking the time to review, happy to hear the service was good. Oliver.
Due to recent changes in my life I knew income protection was something I wanted/needed to look into but didn't know where to start. Oliver at Blueberry Wealth took the time to really understand my personal circumstances and explained in detail all my options. Oliver was very helpful and patient with me, making sure I understood everything, he also made sure it was affordable. I am very pleased with the service I received and would highly recommend Oliver and Blueberry Wealth to family and friends
Reply from Blueberry Wealth
Thanks for the kind review Jaz glad I could help. Oliver.
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