Blakes Financial Management Ltd is an appointed representative of The Tavistock Partnership Ltd which is authorised and regulated by the Financial Conduct Authority.

FCA number 584619.

 

Registered office: 8 Plough Close, Aylesbury, Buckinghamshire, HP21 9AD. Registered in England and Wales. Company number 8083044.

The Team

Blakes Financial Management consists of a team of competent, committed and experienced employees.

 

Allow us to introduce them to you here:

 

Alan Butler

Managing Director

 

Alan has been providing financial advice for over 26 years and has always prided himself on providing the very best advice combined with service and most of all, integrity.

 

Having vast eperience in financial services, he is a firm believer that personal service and trust are the cornerstones of financial management.

 

Qualifications

 

Full Financial Planning Certificates 1, 2 and 3

CeMAP - Certificate in Mortgage Advice and Practice

R01 - Financial Services, Regulation and Ethics (CII)

R02 - Investment Principles and Risk (CII)

R03 - Personal Taxation (CII)

R04 - Pensions and Retirement Planning (CII)

R05 - Financial Protection (CII)

 

 

Email: alan@blakesfinancial.com

 

 

 

David Chinn

Consultant

 

David has over 30 years' experience within Financial Services and prides himself in providing exceptional service and professional Independent Financial Advice.

 

 

Qualifications

 

DipFA - Diploma for Financial Advisers (IFS)

CeRER - Certificate in Regulated Equity Release (IFS)

 

 

Email: david@blakesfinancial.com

 

 

Steven Price

Associate Director

 

Steven has been involved within financial services for 30 years and has achieved Chartered Status in both financial planning and taxation.

 

Steven advises on a wide range of holistic financial plans and also has vast experience dealing with Inheritance Taxation issues and Trust Planning.

 

Qualifications

 

CF8 - Certificate in Long-Term Care Insurance (CII)

G30 - Business Financial Planning (CII)
K10 - Retirement Options (CII)
K20 - Pensions Investment Options (CII)
AFPC - Advanced Financial Planning Certificate (CII)
CF6 - Certificate in Mortgage Advice (CII)
ER1 - Equity Release (CII)
CF9 - Pensions Simplification (CII)
G10 - Taxation and Trusts (CII)
SV1 - Saving and Investment (CII)

 

Email: steven@blakesfinancial.com

 

© Blakes Financial Management

The content is aimed at UK residents or residents of MiFID countries. Decisions should not be taken based solely on the content of the website and individual advice should always be sought first.