financial
healthcheck
We live in challenging times and whether you are:
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Just starting out in your career and keen to get on the property ladder
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Looking to take control of family finances
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Struggling to keep up with your utility bills
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Retired or facing the prospect of funding care fees...
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every penny counts.
why not join us for a free​
We recognise the challenges that people face in these uncertain times and know that when you understand all your options this can help you to improve your financial position.
What are the benefits of a financial health check?
To identify any eligibility to claim additional state benefits or generate additional income from sources which might not be known to you.
To review utilities (including gas, electric, mobile phone and broadband) with information on how to combine these outgoings to make savings every month.
To review existing mortgages, equity release and insurances currently in place and discuss requirements for the future.
To ensure you have all your important paperwork in place to support you both now and in later life.
To provide peace of mind for you and your family's future.
who are we?
Jodie, Gareth and Carolyn share the same goal - wanting to help, support and educate so that people are better informed and can make the financial decisions which are right for them.
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We have combined financial advisory expertise of nearly 60 years and have joined forces to offer friendly and no obligation pop-up healthchecks across the South West as well as a programme of online events.
Jodie Williamson
As a UW Partner, I offer a personal service to help you unlock savings on household services and additional savings every month.
Gareth Markham
Your independent mortgage, equity release and insurance adviser. Personal, quality advice from an adviser who strives to make a difference.
Carolyn Matravers APFS​
Bringing together empathy and expertise,
Bluebell Financial Management sets new standards in the provision of later life services.
