Blakes Financial Management Ltd is Authorised and Regulated by the Financial Conduct Authority.
FCA number 810027.
Registered office: 17 Temple Street, Aylesbury, Buckinghamshire, HP20 2RN. 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 30 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.
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)
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)
John has 30 years experience in the Financial Services industry and has been advising both Private and Corporate clients as an Independent Financial Advisor for the majority of this time.
John specialises in providing bespoke and high quality financial advice to personal clients with a particular emphasis on pensions and retirement planning.
Financial Planning Certificate
AFPC Advanced Financial Planning Certificate
G10 Taxation and Trusts
G60 Advanced Pensions
K10 Retirement Options
K20 Pensions Investment Options
Neil has many years’
experience in the provision of financial planning advice to clients of all backgrounds and needs.
Having started his career with a specialist pension provider, Neil has since worked for some of the largest financial institutions and accountancy practices.
Neil considers himself a 'general practitioner' rather than a specialist in anyone particular area although has taken additional qualifications to provide Long Term Care advice. Neil is always happy to help people and if he does not have the answer he will refer to a colleague or professional connection who he knows will be able to provide the correct answer or solution.
Dip FPS Certs CII (MP & ER)
Private Client Investment Advice and Management
Diploma in Financial Planning
Certificate in Equity Release
Certificate in Mortgage Advice
Certificate in Life & Pensions
Award in Long term Care