Blueberry Financial

Nestled in the heart of Ascot, Blueberry Financial is a boutique financial planning firm dedicated to empowering individuals and families to achieve their financial goals and secure their future. Led by experienced financial planner Madeleine, we work alongside our clients to understand their aspirations and create tailored plans that align with their unique needs and circumstances.

Who we work with

Our clientele includes individuals at various stages of life, from those planning for retirement to those already enjoying their golden years. We provide personalized guidance to each client, taking into account their individual aspirations, financial situations, and risk tolerance.

Planning for Retirement

Whether you're years away from retirement or approaching it in the near future, we'll work with you to:

• Calculate your retirement needs
• Explore various savings and investment options
• Develop a personalized withdrawal strategy
• Ensure your assets are adequately protected

Retiring now?

Transitioning to retirement requires careful planning to ensure a seamless and comfortable lifestyle. We'll help you:

• Review your existing financial situation
• Create a withdrawal strategy that aligns with your long-term goals
• Identify potential tax implications and mitigation plans

Already retired?

Even in your twilight years, your financial needs evolve. We can assist with:

• Reviewing your portfolio performance and asset allocation
• Adjusting your financial plan to ensure it aligns with your changing lifestyle
• Providing guidance on managing inflation and protecting your wealth

How we work

Our process is collaborative and transparent. We will:

• Take the time to understand your individual goals and aspirations
• Clearly explain your options and associated risks
• Work with you to create a customized plan that meets your unique needs
• Communicate regularly and review your plan regularly to ensure it remains effective.

Our investment philosophy

Our investment philosophy is underpinned by a conservative approach, focusing on:

• Diversification across asset classes
• Risk management with a focus on capital preservation
• Sustainable investing practices that align with your values

Sustainability in action

We recognize the responsibility we have to uphold for future generations. We prioritize sustainable investing options that consider environmental, social, and governance factors.

Why choose Blueberry Financial?

• Personalized and tailored financial plans
• Experienced and qualified financial planner
• Transparent and clear communication
• Collaborative and client-centric approach
• Commitment to sustainability