Bluebell Financial Management

29/09/2026

💜As we approach the end of September we thought we would take the opportunity to update our existing and new at Bluebell Financial Management on all we have been up to over the last few months in addition to our usual later life and financial planning work!💜

☀️AUGUST☀️

👨‍💻it was great to have James join us over the summer (in between the cricket fixtures 🏏) and learn more about the business for his own studies and the services we provide 💜

⛱️ we organised a trip to the coast supporting a dear client with her stay in respite

💜we have an exciting collaboration coming up with four wonderful ladies (The Coastal Boutique, Style by Louise, Mirador Escapes and Reminiscence Learning) - watch this space for further updates 👀

☕️ Carolyn was delighted to be invited to have a stand at the Community Garden Party at Frethey House care home organised by Taunton Chamber of Commerce and enjoyed meeting residents, new and existing clients and other professionals

🏡 we coordinated a house clearance and property sale working closely with Stephen and Lynsey at GTH - Greenslade Taylor Hunt
📤we arranged long-term storage for much-loved family airlooms & parcelled up
boxes for delivery overseas
🪴we dealt with last minute garden clearance (thank you Laps Lawns for stepping in!)
🧑‍⚖️we oversaw items for auction, working closely with the wonderful team at Chilcotts Auctioneers

🍂SEPTEMBER🍁

The offices have been buzzing with people….

🎉 we welcomed Annette to the team as Carolyn’s PA - many of you will have already spoken to her 📞 A thorough review of processes and a reorganisation of the offices is only a small part of the enhancement to our offering supporting clients and their families that has happened since Annette has arrived! 👏

💻 We say goodbye today to Adam who has been enjoying some work experience with us throughout September. It has been great having him on board. It is a huge privilege to be able to support and mentor people on their financial planning journey and we wish him well in his new job that he starts this week! 🍀

🧑‍🧑‍🧒‍🧒 Carolyn was invited to present to the families of residents at Heron House Residential Care Home - Taunton and explain about the services Bluebell offers. It is great to have the opportunity to develop these connections.

💗Carolyn once again worked closely with Jane and supported the Diva Lunch organised by Action Medical Research - East Coker Committee raising over £13,500 for this incredibly worthy cause 🎉👏

The summer definitely wasn’t quiet and this is just a snapshot of what we do to support some of our later life clients (and an explanation of why we have been a little quiet on here recently) 💜

22/09/2026

We are absolutely delighted to have been nominated in the 'Perfect Professionals' category for a second year running - thank you to whomever put us forward. The team at Bluebell Financial Management strive to provide bespoke support to those in later life and it means the world to get a nomination in such a competitive category.

Regardless of the outcome we are beyond thrilled💜

02/09/2026

💜👏Some exciting news!👏💜

We are delighted to welcome Annette this week who has joined in the role of PA/Operations Coordinator💜

19/07/2026

EDIT: ⭐️We have been absolutely delighted with the response from those wishing to join our team! The closing date for applications is Friday 31 July 2026 ⭐️

🙏PLEASE SHARE THIS POST🙏

💜💜💜We are hiring!!💜💜💜

PA/Operations Coordinator
4 days a week
Salary - £29,250-£32,175 per annum (pro rata)

🤔Are you looking for a fulfilling role where you can be part of a happy, supportive team in a caring and inspiring environment?

💜Bluebell Financial Management is a small, friendly business where every team member plays an important role. This is an exciting opportunity to join us as a PA/Operations Coordinator, helping to support the smooth running of the business while playing a key role in its future growth. You'll have the chance to make a genuine difference, contribute ideas, and see the impact of your work as we continue to grow and evolve.

🌳Our offices are situated in a truly unique location in the parish of Upottery, nestled in beautiful countryside overlooking the stunning Otter Valley. With panoramic views and a constant connection to nature, it is a pretty special place.

🦌 Deer, woodpeckers, cows and rabbits are regular visitors, creating a peaceful and inspiring setting that our team genuinely loves coming to every day. It's also a place that our clients enjoy visiting, often commenting on the beautiful surroundings and welcoming atmosphere.

🫶At Bluebell Financial Management, kindness, caring, nurture and support are at the heart of everything we do, creating a culture where both our team and our clients feel valued, respected and genuinely cared for.

🗂️If you're an organised, proactive individual looking for a varied and rewarding role where you can grow alongside a business and help shape its future success, we'd love to hear from you with your CV and a covering email to [email protected] 💜

13/06/2026

We support a number of cricket and sports clubs and today we were invited to a sponsor’s day at Bedminster Cricket Club.

James is playing for Bedminster this season. Such lovely ground and stunning location, not to mention the delicious food and incredible hospitality.

We’ve had a wonderful day that ended in a draw 🏏👏

It can be difficult to know where to direct sponsorship as a small business and know what has the greatest impact. However I would encourage anyone to support their local clubs and facilities. The appreciation and impact is huge 🏏💜

28/05/2026

So, what has been happening over the past couple of weeks at Bluebell Financial Management?

Well . . .

☀️The sun has been shining👏

🐥The goslings are thriving🙏

💡I enjoyed a lovely ‘brainstorming’ lunch with Louise Newton, Kate Henry, Fiona Mahoney (Reminiscence Learning) and Gemma Lindsay (The Coastal Boutique) - exciting plans are afoot with these fabulous ladies – watch this space! 👀

🎪We didn’t watch cricket on Saturday but instead visited the Devon County Show and enjoyed a lovely pit stop and great hospitality with Kerstin and Alex at the Air-Seal Products tent 🛞 👏

Despite it being Bank Holiday and annual leave for some of the team, we’ve been busy with . . .

✔️1 annual review
✔️3 initial meetings
✔️8 new enquiries

🌟🌟🌟🌟🌟
We also received our 28th 5* Google Review – and what a review - it has really blown me away! I cannot tell you how much it means to receive feedback like this and how helpful it is to those thinking about enquiring but not knowing what to expect (thank you, Caroline, for taking such time and care, it is hugely appreciated)🙏

🍰This week I had the opportunity to visit Thornfield Care Home in Seaton – where I was delighted to see they talk my language – the language of cake – what a sign - who knew there were so many varieties?!

💻I enjoyed a ‘virtual’ coffee catch-up with Vicky Whipp who is at the early stages of her business journey having launched Sage and Elder at the end of last year. Exciting to learn about the services she provides to those making decisions to downsize and/or relocate to be closer to family in later life.

📸Today, a photoshoot with the hugely talented Aisling Magill Photography. The business is ever-changing and I feel it is so important to keep our imagery current and relevant. Both the boys got involved today as they are working within the business over the course of this year, and we used the opportunity to capture some headshots of them too – I can’t wait to see the results. Their reward – a delicious lunch at The Grazing Cow!

Every client is different and each day is so varied…💜

18/05/2026

A huge congratulations to one of Bluebell Financial Management’s sponsored players for this season, my nephew, Ben Kennell 👏👏 and the rest of the Honiton Cricket Club XI team on a great win this weekend🏏🏏👏👏💜

Serious knock! 🏏 Ben Kennell returned to the middle yesterday with a brutal 65 from just 39 balls. A crucial innings in a big win for our 1st XI, powering shots to the rope all around the ground! Ben is sponsored by Bluebell Financial Management for this season!

Well batted Ben! 💙💛

17/05/2026

It’s hard to put into words how proud I am of these 7 wonderful ladies 🎉👏👏

Last night we all put our fears aside and spent 13 hours in the UK’s most haunted jail, Shepton Mallet Prison!😬🫣

We had no idea what to expect but we immersed ourselves into prison life and have raised over £2,100 so far for Reminiscence Learning which is a dementia charity based in Wellington🎉Thank you so much to everyone who has donated👏👏

It was incredible from start to finish. We learnt more about the fantastic work the charity does from the founder & CEO, Fiona Mahoney. What an inspiration she is and what incredible resources and support this charity provides. It is a hidden gem within our midst providing valuable education on dementia and support way beyond the local community. People really need to know more about this charity so do look them up!

There is still time to donate using the following link:

https://www.justgiving.com/page/teambluebell?utm_medium=FR&utm_source=CL

A huge thank you to the wonderful . We walked 15,000 steps, got soaking wet, we crawled, we jumped, we laughed, we had a midnight feast, we hardly slept and have never been so cold in our lives 🥶🥶🥶BUT we had the BEST time….memories to be treasured and all for such a deserving cause….we also met Dick off the telly! 🎉⛓️‍💥👏💜

03/05/2026

Hope everyone is enjoying the Bank Holiday weekend, despite the dodgy weather ☀️☔️

A long weekend is a great opportunity to stop and recharge, and what a wonderful surprise to receive notification of two ⭐️⭐️⭐️⭐️⭐️ Google Reviews 👏👏

Feedback is always hugely appreciated for any small business and it really is heartwarming to know what a difference a conversation at such a challenging time can make 💜

01/05/2026

It has been another busy week at Bluebell Financial Management with some new residents making an appearance (5 goslings and a woodpecker!) 🎉👏💜