Carolyn Matravers, Bluebell Financial Management

View Carolyn Matravers profile
Bluebell Financial Management
Member of the Taunton BoB Club

Bluebell Financial Management Later life Specialist
Courtmoor Farm
EX14 9QA
Helping those over State pension age seeking support on successfully claiming Attendance Allowance

Business Description

Bringing together empathy and expertise, Bluebell Financial Management sets new standards in the provision of later life services.

Throughout the West Country we assist vulnerable clients and their families - presenting a suite of services and delivering a level of support that is simply not offered, or experienced elsewhere.

Our full circle approach ensures those we help are both aided and equipped to make informed care and financial decisions, both now and into the future.

Accreditations & Qualifications

Accredited with the Society of Later Life Advisers (SOLLA)

Chartered Financial Planner