Our Services
There are times when it can prove difficult to establish your true financial needs. You may need an expert to consider whether or not your finances are in order or to point out if you need to take some action. We offer an initial free consultation to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Investment Planning
Wealth Management
Life Assurance and Critical Illness Cover
Retirement and Pension Planning
Stakeholder Pensions
Inheritance Tax Planning*
School Fees Planning
*Some aspects of Inheritance Tax Planning are not regulated by the Financial Conduct Authority
Existing Investments
We can develop an individual investment strategy for you: Individual Savings Accounts (ISAs), Investment funds or life assurance arrangements, allowing you to benefit from our expertise in managing ongoing portfolios.
© Blakes Financial Management
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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Blakes Financial Management Ltd are Independent Financial Advisers who are Authorised and Regulated by the Financial Conduct Authority. Blakes Financial management Ltd is entered on the Financial Services Register https:\\fca.org.uk/ under reference 810027. If you wish to register a complaint please write to info@blakesfinancial.com or telephone 01296 415585. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234567
