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We proudly work with clients throughout the South West and pride ourselves on our relationships with them, their friends and family. Here's just some of the wonderful testimonials that we've received. 

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Peter & Averil, Wadeford

“We valued the care, consideration and friendliness they consistently gave us. We especially valued their personal touch, it felt so often as if we were getting advice from a friend. We would definitely recommend Bluebell Financial Management to friends and family because we are confident they would be well served and supported with a service that would be tailored to their specific needs.”

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Sue, Yeovil

"A very professional service offered in helping us fill out a very detailed health form. Carolyn did a zoom call with us and listened carefully to my dad before filling in the form on his behalf. Her advice and subsequent help has taken a lot of pressure off us and means that we can spend more time doing ‘nice’ things together rather than filling in forms!"


Stephen, Taunton

"Carolyn was incredibly caring and respectful during the initial stages of trying to sort out issues we were having with our mum. Bluebell Financial Management have been amazing every step of the way, even helping calm down a very stressful process."


Gail, Wellington

"An amazing professional service, delivered with a caring and thoughtful approach. Carolyn supported us on completing a detailed and complex form, for Attendance Allowance. She gathered all the required information via a Zoom call and prepared the form for our approval. The claim was successful and gives us more freedom in making choices going forward as a family. I wouldn't hesitate to recommend Carolyn and Bluebell Financial Management to my friends and colleagues."

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Tim, Wellington

"I have valued most how you keep in touch. I would recommend you very highly for your advice and help to whoever may need it in the future."

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Rachael, Castle Cary 

“I have enjoyed the friendliness of Carolyn and her endless patience to explain to an old lady(!) knowing she is always there when I need her.”


Anon, Beaminster

"I would recommend Bluebell Financial Management as I feel at ease with Carolyn’s personality and professionalism."

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Anon, Compton Valence

“Carolyn and her team looked after my Mother for many years. When I finally met them during my Mother’s latter years I was so touched by the wonderful relationship they had built up. My Mother had complete trust in Carolyn who always showed her the utmost respect and gave her as much time as was required. They had clearly developed a very close bond and all my Mother’s affairs were being wonderfully managed in a very tidy and comprehensive way. This care and thoughtfulness continued after my Mother sadly died last year in all the finalising of her estate and communications with us. At this time we had started to use Carolyn ourselves for our personal matters and I totally understand why my Mother had such absolute faith in her. Her warmth and commitment to giving her clients the best possible experience is rare and utterly genuine, I could not recommend her more highly.”

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Steve, Yeovil

“Carolyn provided me with timely and detailed information in a friendly and cooperative manner. This proved invaluable, and I am most grateful. I have no hesitation in recommending her to anyone in need of her speciality services."

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Anon, Martock

"I value Carolyn’s friendliness, patience and efficiency and I would certainly recommend Bluebell Financial Management as I valued their professionalism, support and approach to my individual needs."


Anon, Crewkerne

“Carolyn is professional, caring and most definitely client centered. I have valued the tailored advice the most and on past experience would definitely recommend Bluebell Financial Management to friends and family.”

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