Who we are
Bluebell denotes ‘kindness, support, nurture and caring’ which simply encapsulates in one word exactly what Bluebell Financial Management is all about.
Our Story
Carolyn harboured a dream from her school days of setting up her own business and formed Bluebell Financial Management in 2022. Having enjoyed a successful financial planning career that spanned two decades with a regional Accountancy and Financial Planning firm, Carolyn was a key member of the Later Life team.
With a commitment to supporting clients, assisting those in Later Life and highlighting the real need for professional best practice - Carolyn regularly draws on her enthusiasm and passion to spread the message far and wide. Having recognised the value of this warm and friendly approach by both clients and professionals, Bluebell was born.
Bringing together empathy and expertise, Bluebell Financial Management sets new standards in the provision of later life services. Creating a 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.
Combining knowledge and expertise regarding Attendance Allowance will ensure you are receiving everything to which you are entitled, whilst our Concierge Service delivers a level of support that is simply not offered or experienced elsewhere. Bluebell recognise the importance of putting a Lasting Power of Attorney in place and will provide guidance on the practical application of this document to help you plan for the way ahead and ‘get your ducks in a row’.
Carolyn Matravers
Owner & Chartered Financial Planner
APFS
As a Later Life Specialist I have worked with many families over the years and whilst every situation is different, there are commonalities and experiences to share.
My personal journey has spanned 30 years during which time I have found my niche. This has enabled me to develop a bespoke service that gets me out of bed in the morning and provides the personal rewards that make me tick.
Setting up Bluebell Financial Management has allowed me to create a tailored service to support my clients, helping them to navigate their way through later life. I have a great team in Emily, Rosalind and Hannah who share my vision to deliver this bespoke service together with a high standard of client care.
Emily Tucker
Head of Client Care
With over 30 years in financial services, Emily is a key part of the team, bringing an invaluable depth of knowledge and expertise. She thrives in close collaboration with Carolyn, supporting financial planning clients with thoughtful guidance and unwavering commitment throughout their journey with Bluebell.
Beyond the world of finance, Emily finds joy in exploring the countryside, where her passion for wildlife and photography come to life.
Rosalind Buxton
Administrator
Rosalind brings a wealth of experience, empathy, and a trusted pair of hands to the Bluebell team. For many years, Rosalind ran a B&B and managed holiday lets, demonstrating her ability to multitask effectively.
Throughout her career, secretarial and PA roles have been at the heart of what she does. Having been an RSA examiner for 20 years, she has developed a meticulous eye for detail, reinforcing her commitment to maintaining high standards.
Outside of work, she enjoys gardening and values time with her family, including her daughter, Carolyn.
Hannah Kelly
Administrator
Hannah recently moved across into Financial Services after a 12-year career in education. She joins Bluebell with a wealth of transferable skills and extensive experience in supporting people. Known for her enthusiasm and ability to multitask in fast-paced environments, Hannah is a valuable addition to the team.
Outside of work, she enjoys the countryside and loves spending time with her young family and golden retriever Milo.
