Blueberry Wealth Management

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Blueberry Wealth Management Personal financial planning is the process of managing your finances in the best way for you, to help you meet your goals in life.

Blueberry Wealth Management pride ourselves on our ability to stand out from the crowd by providing a refreshingly different approach to financial planning tailored to our clients needs and circumstances. You might want to increase your wealth, or simply preserve what you already have. You might aim to buy a home or save for your children's education. Or you might dream of a time when work becomes an option rather than a necessity. At Blueberry Wealth we provide personal financial planning advice and can help you by identifying your personal priorities, and these become the basis of our advice now and in the future. We see personal financial planning as a four step process and at each of these steps, we are here to support you with tailored financial advice. Our expertise and experience of the personal financial planning process allows us take a holistic view of your situation and consider the full impact of every decision you make. For example, paying off more of your mortgage will reduce your debt more quickly, but might force you to delay your retirement, so some form of cashflow analysis will be very helpful. We are here to advise you on how one financial decision can affect other areas of your life.

Budget Day!!It is Josh’s first Budget while working in the industry and we thought it was very important for him to sit ...
28/10/2026

Budget Day!!

It is Josh’s first Budget while working in the industry and we thought it was very important for him to sit through the announcement and get a good understanding on the changes occuring in the market.

if you would like to discuss the changes in the market or for reliable, whole-of-market advice, get in touch today!

Please see our bio to contact us via phone and email address or visit our website and complete an enquiry form!🫐

Blueberry Wealth Limited is authorised and regulated by the Financial Conduct Authority.

The value of investments (including property) and the income derived from them may go down as well as up.

What We Do!As a specialist, whole-of-market brokerage, our services are definitely extensive! We pride ourselves on bein...
20/10/2026

What We Do!

As a specialist, whole-of-market brokerage, our services are definitely extensive! We pride ourselves on being able to offer services to cater everyones financial needs!

For reliable, whole-of-market advice, get in touch today!

Please see our bio to contact us via phone and email address or visit our website and complete an enquiry form!🫐

Blueberry Wealth Limited is authorised and regulated by the Financial Conduct Authority.

The value of investments (including property) and the income derived from them may go down as well as up.

Uncertainty ahead of the budget is dampening housing activity.
19/10/2026

Uncertainty ahead of the budget is dampening housing activity.

Rising borrowing costs and uncertainty ahead of the Budget have “dampened” buyer activity, leaving the housing market subdued despite healthy stock levels and asking price reductions.

10 years at Blueberry!🥳Today marks 10 years on the books for Lewis and what a decade it has been! From starting as an ap...
17/10/2026

10 years at Blueberry!🥳

Today marks 10 years on the books for Lewis and what a decade it has been!

From starting as an apprentice back in 2016 and now running our Wealth department as the Portfolio Manager and also assisting our directors in management decisions.

A lot can change in a company in 10 years, and Blueberry would not be here without Lew, to say the least.

Here is to many more successful years🙌

REAL PEOPLE WHO GIVE REAL FINANCIAL ADVICE DURING A REAL CONVERSATION.Your finances are personal, and your financial adv...
14/10/2026

REAL PEOPLE WHO GIVE REAL FINANCIAL ADVICE DURING A REAL CONVERSATION.

Your finances are personal, and your financial advice should be too.

At Blueberry Wealth, we take the time to listen; we are personable, understand your priorities and help you plan with confidence.

With no unnecessary jargon and no one-size-fits-all approach.

With us, you have a genuine conversation with a person about what matters to you.

💬 GOOD FINANCIAL ADVICE STARTS WITH A REAL CONVERSATION.
👉 MESSAGE OUR TEAM TODAY.

Blueberry Wealth Limited is authorised and regulated by the Financial Conduct Authority.

The value of investments (including property) and the income derived from them may go down as well as up.

Receiving an inheritance can bring important financial decisions at an already emotional time.Should you save it, invest...
12/10/2026

Receiving an inheritance can bring important financial decisions at an already emotional time.

Should you save it, invest it, reduce debt or put it towards retirement?

There isn't one answer that suits everyone.

At Blueberry Wealth, we can help you understand your options and make decisions that reflect your circumstances and long-term goals.

💬 BEFORE YOU MAKE YOUR NEXT MOVE, TALK TO US.

📞 0800 901 903
🌐 www.blueberrywealth.co.uk

Book your free initial consultation today.

Blueberry Wealth Limited is authorised and regulated by the Financial Conduct Authority. FCA No. 626661.

Investments can fall as well as rise in value. This is general information, not personal financial advice.

💙 REAL PEOPLE. PERSONAL ADVICE.Your financial future deserves more than a one-size-fits-all approach.Behind every financ...
08/10/2026

💙 REAL PEOPLE. PERSONAL ADVICE.

Your financial future deserves more than a one-size-fits-all approach.

Behind every financial decision is a person, a family, an ambition or a dream.

And that's exactly where we start.

At Blueberry Wealth, we believe great financial advice begins with listening, understanding and building relationships that last.

🤝 Real conversations. No unnecessary jargon or complicated explanations.

🎯 Personalised advice. Financial planning built around your circumstances, priorities and ambitions.

💛 People who care. A team committed to helping you make informed decisions about your financial future.

Whether you're planning for retirement, managing investments or simply wondering what your next financial step should be, we're here to help you explore your options.

🚨 HERE'S OUR QUESTION TO YOU:

Are you getting financial advice that genuinely puts YOU first?

If you're unsure, perhaps it's time for a different conversation.

📩 STOP SCROLLING. START TALKING.
👉 MESSAGE BLUEBERRY WEALTH TODAY and discover what a more personal approach to financial advice could look like.

Blueberry Wealth Limited is authorised and regulated by the Financial Conduct Authority.

The value of investments (including property) and the income derived from them may go down as well as up.

YOUR BUSINESS MAY BE YOUR BIGGEST ASSET.But is your personal future too dependent on it?You’ve worked hard to build the ...
07/10/2026

YOUR BUSINESS MAY BE YOUR BIGGEST ASSET.

But is your personal future too dependent on it?

You’ve worked hard to build the business. But business success and personal financial security aren’t necessarily the same thing.

What happens when you want to step back, slow down or eventually walk away?
Your pensions, investments, protection and wider financial planning should work alongside the wealth you’re creating through your business.

DON’T JUST BUILD THE BUSINESS, BUILD WHAT COMES AFTER IT.

👉 Let’s look at the bigger picture.

Message Blueberry Wealth to start the conversation.

Blueberry Wealth Limited is authorised and regulated by the Financial Conduct Authority.

The value of investments (including property) and the income derived from them may go down as well as up.

Address

5A Widcombe Street
Dorchester
DT13BS

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 4pm

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