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 28 years and has always prided himself on providing the very best advice combined with service and most of all, integrity.
Having vast experience 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)
Email: steven@blakesfinancial.com
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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.
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