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.

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 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.

 

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

 

 

 

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

 

 

John Evening

Associate Director

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.

Qualifications

 

Financial Planning Certificate

AFPC Advanced Financial Planning Certificate

G10 Taxation and Trusts

G60 Advanced Pensions

K10 Retirement Options

K20 Pensions Investment Options

 

Email: john@blakesfinancial.com

 

 

Neil Mitchell

Associate Director

 

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.

 

Qualifications

Chartered MCISI

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

 

Email: neil@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.