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Our team of trusted and professional financial advisers based in London will help you make informed choices about financial strategies for you and your family.
Director/Financial Planner - Meekins & Co
I've been in financial services for 30 years and a director of BPSW for 7. I've learnt that each client relationship is unique and so what we offer has to be based on what the client wants to achieve and what they want from us.
Our service is based around a long term ongoing relationship where we establish goals and aspirations, put plans in place to achieve them and continually monitor progress and adjust our game plan as necessary.
About Oliver - Mortgage Protection specialist - Meekins & Co
Over the past 20 months I have attained the necessary industry qualification to hold the title of ‘Mortgage and Protection specialist’, and now run the Meekins & Co. mortgage broking business.
Clearly working in our family practice has allowed my knowledge of the industry to grow exponentially, however the fundamental stance that has been a mainstay of Meekins & Co. for over 50 years remains; that is that a strong client relationship is essential in order to create an environment of confidence and trust.
About Stuart - Financial Planning Consultant - Meekins & Co
23 years in the business working out of various organisations. Love the personal touch I have with customers, building up a strong relationship and establishing a trustworthy bond that people long for. I think I've survived in this business and still enjoy the work because I really like listening to people and helping them and of course I still get a kick from making a sale.
I have over 20 years' experience in financial services, property and insurance. I work mainly with growing dynamic companies and their directors with an easy to talk to approach, priding myself on my ability to explain complicated matters in a simple, straightforward way.
Bob has been advising clients for nearly 30 years. Whilst he is proud of being a 'general practitioner', his areas of expertise include pension and investment planning, both on a personal and corporate level.
A reflection of the levels of service and professionalism provided by Bob are the number of clients he has been looking after for many years, who now insist that their children use Bob as their financial adviser. He says that all he does is break down complex areas into simple understandable concepts, draws pictures and give choices.
I started out in finance because of my interest in numbers, but now my job is more about forming relationships with new people everyday which makes for a unique and interesting career.
With all the changes within the economy we have had to roll with the punches too, so thanks to our customers and their loyalty we are still here designing individual loans 15 years later!
I have 16 years experience in the Financial Services Sector working in various companies.
I advise on Mortgages and Protection and very much enjoy looking after my clients from our initial consultation right through to completion of their mortgage.
My business is built upon referrals achieved from a successful on-going relationship.
I enjoy tennis, yoga and walking my dog Teddy. Along with my 2 daughters family life is happily busy.
About Claire - Financial Planning Consultant
I passionately believe that everyone should be able to understand their money. Knowing where you are now, and where you want to get to is the first step to financial freedom.
This looks different for each client and may include buying a home, planning for retirement or taking steps to ensure that should the worst happen, your home and family are protected.
Over the last 10 years I have worked across all client areas with particular focus on private clients and owners of small businesses, and have built a solid network of clients by providing advice and high quality service to clients starting on the property ladder, and their friends and family.
I have experience in all core advice areas, with a particular interest in holistic retirement planning and protection for families.
Achieved IFS Financial Planning Diploma (DipFA), Certificate of Mortgage advice and practice (CeMap) and Certificate in regulated Equity Release (CeRER)
Interests include reading, alpacas and singing with Canterbury Choral Society.
About Carla - Financial Planner
I have been working within the Financial Services industry for over 10 years and, as a fully qualified Financial Planner, have a wealth of experience in all areas of Financial Planning with some of the UK’s largest banks. Since joining Blueprint SW Ltd, I have been focusing on offering quality Mortgage and Protection Advice to my clients, and pride myself in being able to adapt my approach to a range of client circumstances and needs.
I have a passion for finding the best solutions to meet the needs of my clients’ financial goals, in a friendly and approachable way, and the level of referrals I receive from my existing clients is testament to my experience and knowledge of the market.
Cara Roughani - Protection Specialist
I have over fifteen years' experience in the UK and international financial services. I started in the formal banking sector in the UK but quickly developed to become a senior team leader for RBS and then went on to work for some of the UK's largest banks based out of Dubai.
Since relocating back to the UK I have joined Carla as part of Blueprint trading as Finanza London offering bespoke financial advisory work for both existing and new clients looking for mortgage advice, strategic protection of assets and to secure their financial future.
I have a loyal client base who appreciate my willingness to go the 'extra mile' to ensure their specific financial planning needs are comprehensively met either by myself or my colleagues.