Blueberry Wealth Limited

aka Blueberry Team Safeguard, Blueberry Specialist Lending, Blueberry Mortgages, Blueberry Estate Planning, Blueberry Wealth Limited

Authorised FRN 626661

About

A friendly boutique wealth management firm with considerable experience in all aspects of financial planning covering Dorset, Devon, Hampshire and Somerset. Free no obligation consultations.

Source: blueberrywealth.co.uk

Contact & Location

Address

5A Widcombe St, Poundbury, Dorchester DT1 3BS, UK

More advisers in Dorset

Phone: 0800 901903

Website: blueberrywealth.co.uk

View on Google Maps

Opening Hours

Monday9:00 AM – 5:30 PM

Tuesday9:00 AM – 5:30 PM

Wednesday9:00 AM – 5:30 PM

Thursday9:00 AM – 6:00 PM

Friday9:00 AM – 4:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Investments Pensions Retirement

Regulated Services

Peer-to-Peer Investment Advice

Credit Broking

Mortgage Arrangement

Mortgage Advice

Investment Advice

Pension Advice

Regulatory Information

FRN: 626661
Status: Authorised
Date Authorised: 13 October 2014
Years Authorised: 11 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (15)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Providing Credit Information Services
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 08722345
Company Status: Active
Incorporation Date: 7 October 2013
Directors: 3
Accounts Category: Micro Entity
Last Accounts Filed: 31 October 2024
SIC Codes: 66220

Team (15)

Christopher James Moyse
Approved
Peter Edward Owen
ApprovedCertified
Rhys Wyn Jackson
Certified
Ewan Joshua Board
Certified
Samuel Nigel Anthony Hutchins
Certified
James Douglas
Certified
Jason Bernard Matthews
No longer required
Paul Bartliff
No longer required
Oliver Geoffrey John Wickham
Certified
Sean O'Brien
Certified
Neil Ivor John Hiscock
No longer required
Joseph Edward Morrison-Cone
Certified
Harry Joe Bown
No longer required
Charlene Lee Huxford
No longer required
Alexander Guy Hamilton
Certified

Quick Facts

Dorchester, South West
11 years FCA-authorised
19 registered individuals
5 specialisms
15 FCA permissions
CH 08722345

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.