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.
Blakes Financial Management consists of a team of competent, committed and experienced employees.
Allow us to introduce them to you here:
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.
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)
David has over 30 years' experience within Financial Services and prides himself in providing exceptional service and professional Independent Financial Advice.
DipFA - Diploma for Financial Advisers (IFS)
CeRER - Certificate in Regulated Equity Release (IFS)
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.
CF8 - Certificate in Long-Term Care Insurance (CII)