Julian Oates

Background

I have worked as a Financial Consultant for over seventeen years working for the Woolwich Independent Advisory Service before moving across to Barclays, to work as a member of their team for thirteen of those years.

I joined Blake Independent in 2006 and now continue my career as an Independent Financial Adviser specialising in the investment markets.

Qualifications

Financial Planning Certificate (FPC)
Certificate in Mortgage Advice and Practise (CeMAP)
Certificate in Regulated Equity Release
Certificate in Lifetime Mortgages
Certificate in Pensions Simplification (CF9)
Diploma for Financial Advisers (DipFA)

Area of expertise

I offer my clients a wide range of financial advice in areas including mortgages, retirement planning, pensions, investments, inheritance tax planning and personal protection.

About me

I live with my partner and our two children. I play football and am a Sheffield Wednesday supporter, regularly following them to their away fixtures. I also like to keep fit by going to the gym.

The tax relief referred to in this site applies to the United Kingdom and to UK tax paying residents. These are liable to change and this will be explained during your meeting with one of our advisers who will also explain the value of that relief as this is dependent upon the taxpayer and their personal circumstances. Investment decisions should not be taken based on the content of this site. Always take full individual advice. There will be a fee for mortgage advice - the precise amount will depend upon your circumstances, but we estimate it will be £699. You have the option to pay us a fee and receive any commission which we are paid by the lender. If you choose this option, we estimate that the fee will be £1,000.

Your home may be repossessed if you do not keep up repayments on a mortgage or any other loan secured on it.

Blake Independent Financial Planning Ltd is authorised and regulated by the Financial Services Authority. We are entered into the FSA register and our FSA registration number is 408150.

The guidance and /or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Services Authority does not regulate taxation and trust advice, accountancy, private banking and legal services.

The tax relief referred to in this site applies to the United Kingdom and to UK tax paying residents. These are liable to change and this will be explained during your meeting with one of our advisers who will also explain the value of that relief as this is dependent upon the taxpayer and their personal circumstances. Investment decisions should not be taken based on the content of this site. Always take full individual advice. There will be a fee for mortgage advice - the precise amount will depend upon your circumstances, but we estimate it will be £699. You have the option to pay us a fee and receive any commission which we are paid by the lender. If you choose this option, we estimate that the fee will be £1,000.

Your home may be repossessed if you do not keep up repayments on a mortgage or any other loan secured on it.