
Blake Independent Financial Planning Ltd.
Cockerham Hall
17 Huddersfield Road
Barnsley
South Yorkshire S70 2LT
Tel: 01226 297 297
Registered in England
No: 05124767
Registered Address: As above

Suggested for clients who are looking to set up a less complex portfolio.
Suggested for clients who are looking to set up a financial plan taking into account a number of investment strands which might require annual review.
For clients who have specific requirements or existing arrangements that require more attention. Under this option, direct access to financial plans is available, which will have been tailored to specific needs.
We understand that it is often more than just advice that our clients look to us for. However, some clients have simple needs, whilst others may have a more complex set of requirements and might want to develop more of a relationship with their advisers. Whether our client's interest is in the present, immediate future or a longer term perspective, there are a variety of solutions available.
If your existing plans just need tidying up to maximise their potential we're here to help. However, if you wish to consider tax efficient investing or have specific requirements or existing arrangements that require more attention - we're here to help with that as well. Should it be required, we also have the ability to call upon existing relationships with third parties who can offer assistance in key areas such as accountancy, private banking, property specialists and legal/solicitor arrangements.
Through our commitment to client service, we have introduced a range of service levels which can be tailored to your requirements, ensuring not only that you get the service and products that you want, but that you are also fully aware of what to expect and the associated costs at the very outset.
We take a different approach to traditional commission based arrangements and have introduced three levels of service proposition. These service arrangements will be based on your personal approach to risk which you will discuss with your adviser at the initial meeting. Following that meeting and your discussions, one of the following service levels will be suggested: Premier Responsive, Premier Proactive & Premier Bespoke.
All levels will be clearly outlined by the adviser you meet with, as will the reasons why a particular level will be suggested as suitable. All decisions regarding service levels will be made following this initial meeting, where you will both have explored your preferences and approach to risk. Clients may pay a fee, allow Blake to collect payment through commission or a combination of the two.
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.