Bluebell Financial Management
Later-life financial planning and support services for older people and their families in Devon and the West Country
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-11
About Bluebell Financial Management
Bluebell Financial Management provides later-life financial planning, a concierge service, Lasting Power of Attorney guidance and help with Attendance Allowance applications. Its support helps clients and families make care and financial decisions.
The company serves vulnerable clients and their families, offering financial planning and practical support. It was formed in 2022 by Carolyn Matravers, a Chartered Financial Planner, and is based in Honiton, England.
Product: Later-life financial planning, concierge support, Lasting Power of Attorney guidance and Attendance Allowance application assistance.
Jobs at Bluebell Financial Management
Leadership
- Carolyn Matravers · Owner & Chartered Financial PlannerSource: company website
- Emily Tucker · Head of Client CareSource: company website
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Website technologies
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- SentryHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.