Blueberry Wealth Management - Oliver Wickham

Independent Financial Adviser  5A Widcombe Street, Dorchester, DT1 3BS
First meeting at adviser's own cost
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.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr Oliver Wickham
Certified Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
About us

Blueberry Wealth Management pride ourselves on our ability to stand out from the crowd by providing a refreshingly different approach tailored to our clients needs and circumstances.

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.

Our services

We are all unique and all have very different personal circumstances, which is why Blueberry Wealth Management adopt a holistic approach to all aspects of financial planning.

Our team firmly believe that they can only provide the very best financial planning advice once they have a full understanding of you as a client and truly understand your objectives. This will involve us determining with you what your personal and family aspirations are, your attitude toward risk and what you want your hard-earned money to do for you. Only after this in-depth analysis can an adviser tailor a financial plan designed with your long-term financial peace of mind firmly at the forefront.

Our financial planning service enables us to manage all aspect of your financial planning and ensures that any recommendations are tailored to meet your objectives and your priorities.

Where to find us
Head office address: 5A Widcombe Street, Dorchester, DT1 3BS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Blueberry Wealth Limited is authorised and regulated by the Financial Conduct Authority, our FCA registration number is 626661.

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