Our Team

 

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

 

Allow us to introduce them to you here:

Our Team

Meet our dedicated young team

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.

Rachael Monger 

Office and Operations Manager 

Rachael has 15 years experience in the administration field and draws on her background skills, administrative knowledge and experience gained working within a number of industries. She applies this to ensure she delivers the best service to our clients, guaranteeing an outstanding experience. 

 

 

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.

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.

Rob Yeates

Consultant

Rob has worked within the financial services industry for over 40 years. Rob has been working as a qualified IFA since 1999 and has dealt with both corporate and private clients.

 

Rob was heavily involved in assisting corporate clients to meet legislation requirements regarding auto-enrolment pension legislation. Since 2018, Rob has mainly dealt with private clients, assisting with their investment and pre- and post-retirement planning.

 

David Chinn

Consultant

David has over 40 years experience an and Independent Financial Adviser. Providing a wide range of advice including School Fee planning, Equity Release and Retirement planning.

 

He emphasises the personal touch and has developed long lasting relationships with his clients.

 

 

17 Temple Street

Aylesbury

Buckinghamshire

HP20 2RN  

 

 01296 415585

info@blakesfinancial.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Blakes Financial Management Ltd are Independent Financial Advisers who are Authorised and Regulated by the Financial Conduct Authority. Registered office: 17 Temple Street, Aylesbury, Buckinghamshire, HP20 2RN. Registered in England and Wales. Company number 8083044. FCA number 810027.

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