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Meet the Blueprint South West board of directors.
Managing Director - Blueprint South West Ltd
I've been in and around financial services for 25 years. I've seen how big businesses can be very efficient but impersonal and lose touch with their clients and how small 1 or 2 man bands can struggle with the demands of regulation and keeping up with a fast moving and at times highly technical industry. What I believe we have at Blueprint is the best of both worlds.
Compliance Director/Financial Planner - Blueprint South West Ltd
I have 36 years industry experience, covering all aspects of financial planning, Protection, pension's investments, mortgages, building & contents and other insurances. I have a large client bank that started with friends and family and has grown through referrals and business contacts.
I work with the other directors and advisers to maintain Blueprint's approach to clients and, with my specialist role as compliance Director, I am in the best place to ensure that the standards we have set ourselves are maintained across the whole business.
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.