Bluebell Financial Management - Honiton

Lucy-Mae Taylor

I recently met Carolyn with my family as I am now an attorney for my grandparents. Carolyn took the time to introduce herself and clearly explain what this would mean for my family and what my role as attorney would look like. Carolyn made sure that everything was clear and easy to understand, even for those of us that were unfamiliar with financial matters! By the end of our meeting I felt completely comfortable and confident about my role and responsibilities. I speak on behalf of us all when I say I can't thank Carolyn enough for her kindness, professionalism and excellent service. If you're looking for financial guidance, I highly recommend Carolyn!

Adam Taylor

I met Carolyn as I am now an attorney for my grandparents. Carolyn clearly and concisely explained both what my role would be and the importance of it. I was extremely impressed with the communication as I was kept in the loop at all times. Carolyn did not hesitate to answer any of my questions and went the extra mile to elaborate on any confusing terminology. By the end of the meeting I felt comfortable and confident of what is expected of me. I could not fault her service and professionalism, and I would highly recommend Bluebell Financial Management to anyone in need of guidance. Thank you so much Carolyn, it was a pleasure!

Vivienne Grant

I have known Carolyn for over 25 years, and she has always been a very good friend. My Husband and I both lost our Mum`s at the beginning of the year, and Carolyn was an amazing support to us during this very difficult period.

We decided to approach Carolyn (Bluebell Financial Management) in a professional capacity, with the view to claiming the Attendance Allowance for my father-in-Law.
Carolyn was extremely professional, but also showed great empathy towards my father-in-Law when she came to his house to meet him and was very patient. Carolyn had submitted the application within a few days of the meeting.

She also met with my brother-in-Law, (who had a stroke last year and is in a wheelchair). I had been spending a lot of time struggling to fill out forms for him, and Carolyn was an enormous help in talking to the appropriate people, and helping me with this paperwork.

We would thoroughly recommend Carolyn, and can`t thank her enough for all she has done for us. She is definitely value for money!

Viv Grant

Barbara Rolinson

Our initial meeting with Bluebell Financial Management's Carolyn Matravers, immediately instilled total confidence that our financial situation, going forward, would be in safe, honest and professional hands.

Carolyn outlined the range of customised services that she could offer us, and was proactive in her approach to explaining how our current financial arrangements could be improved. This included applying for Attendance Allowance, which has now been awarded to us both, and assisting us to submit the necessary paperwork to create Lasting Powers of Attorney.

We greatly appreciate her efficiency and timely communications, knowing that she will act in our best interests at all times. At a time when our medical needs are rapidly changing, she has given us peace of mind that our affairs are in order.

amarilyn lambert

I have recently used the services of Carolyn Matravers of Bluebell Financial Services and have been very impressed by her honest demeanour. Carolyn has put through on my behalf an application for Attendance Allowance and she was so clear in her explanation of what this entails and what it covers. In my opinion, Carolyn is certainly someone who puts the client’s interest first and foremost, and I would have no hesitation in recommending the use of her service.

G Hopkins

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.

Kevin Burge

My mum recently used Carolyn's services to submit an application for Attendance Allowance. Carolyn was excellent in her explanation of the process and timescales. I would have no hesitation in recommending her services.

Kim Hall

We were given Carolyn's number through Age UK when we were trying to deal with the difficult matter of my Mum having to be placed in a Care Home. She has been extremely kind and helpful in providing us with information that we might not have even considered had we not spoken to her. We would certainly recommend using Carolyn's services.