Blueberry Wealth Management
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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.
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.
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Telephone
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Online (Live chat, video, email)
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Face to face
Blueberry Wealth Limited is authorised and regulated by the Financial Conduct Authority, our FCA registration number is 626661.
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