Our Approach

Blake Independent Financial Planning Ltd is an expert team of fully qualified financial advisers, para-planners and support administrators and it is this structure that ensures you remain our main point of focus.

Our approach takes into account your current needs, whilst also keeping an eye to the future, where your plans might see you looking towards a completely different lifestyle. Personal financial circumstances become more complex as the years roll by, perhaps involving investments, insurances and increasingly, more than one pension plan.

In today's climate you need to ensure that you are making the most of the opportunities that are available to you, particularly if your future comfort depends on wise investment now.

We are able to offer wide ranging advice following an initial personal financial health check, but the folowing areas are often key to our client's plans:

• Inheritance tax planning and efficiency
• Tax efficient investments
• Personal taxation mitigation
• Capital gains tax efficiency
• Income protection
• Retirement planning
• Pensions advice
• Long term care planning and advice
• Mortgage advice
  There will be a fee for mortgage advice - for details see structure below. Your home may be repossessed if you do not keep up repayments on a mortgage or any other loan secured on it.

The value of investments can fall as well as rise and you may not get back the full amount invested.

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.