Blueberry Wealth Limited
16th September 2019
I pride myself in offering a professional personal service to all my clients
We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Estate planning
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Business
- Group pensions
- Group protection
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Long Term Care
- Long term care
Meet our advisers
Rhys Jackson Dip PFS
Independant Financiual Adviser
Qualifications & Accreditations
G30 - Business Financial Planning (CII)
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
CeLTCI - Certificate in Long-Term Care Insurance (LIBF)
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
G20 - Personal Investment Planning (CII)
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (LIBF)
This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
Accreditations
Where to find us
Blueberry Wealth Management, Suite A-B, 5A Widcombe Street, Poundbury, Dorset, Dorchester, DT1 3BS
Make an enquiryAbout us
Blueberry Wealth is located in Dorchester, the heart of Dorset.
We offer a full financial planning and wealth management service with a remit to help clients achieve their financial objectives.
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We offer a bespoke and personable service, and are committed to providing clients with a professional experience.
We promise a professional and friendly relaxed approach, the friendly face of finance.
We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
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