Blakes Financial Management

What Blakes Financial Management does

Blakes Financial Management Ltd is a UK-based Independent Financial Adviser (IFA) firm headquartered at 17 Temple Street, Aylesbury, Buckinghamshire (HP20 2RN). The firm is authorised and regulated by the Financial Conduct Authority under reference 810027, which permits it to provide regulated financial advice to UK and MiFID-country residents. The company operates as a private limited company with a team of six individuals — Alan Butler (Managing Director), Steven Price (Associate Director), John Evening, Steve Shanahan, Rob Yeates (Consultant), and David Chinn — most of whom have 30-40+ years of financial services experience.

The firm's core offering is a unified suite of personalised financial planning services for individual clients, including investment planning (ISAs, investment funds, life assurance), wealth management, life assurance and critical illness cover, retirement and pension planning, stakeholder pensions, inheritance tax planning, and school fees planning. Advisory delivery follows a structured four-stage Financial Planning Process: initial consultation, research and analysis, a Strategic Planning Report, and ongoing reviews. There is no proprietary technology platform; the offering is entirely human-adviser delivered and relies on a standard company website plus phone/email contact.

Commercially, Blakes generates revenue through financial advisory fees, structured as subscription/recurring charges with an emphasis on fee transparency and ongoing fees conditional on demonstrated service levels. The go-to-market is sales-led direct engagement with no intermediaries, digital marketplaces, or distribution partners. The customer base is segmented horizontally — private individuals seeking comprehensive financial planning — with no named enterprise or institutional clients. Marketing is minimal, limited to the firm's website and listing on the FCA Financial Services Register.

Name

Blakes Financial Management

Legal name

Blakes Financial Management Ltd

Website

https://blakesfinancial.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Blakes Financial Management Ltd is a UK-based Independent Financial Adviser (FCA reference 810027) with a six-person team in Aylesbury providing personalised investment, retirement, pension, wealth, and protection planning services to individual clients under a recurring advisory fee model.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Fee-Only Advisory (FSAEAAAL), Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Independent financial advice
• Financial planning services
• Wealth management advisory
• Pension planning advice
• Investment advisory services

Headquarters

HQ city

Aylesbury

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Financial Advisory Services: Blakes Financial Management generates revenue through financial advisory fees. The firm emphasizes transparency of all fees and charges, fully explaining costs prior to completing any business. Where ongoing fees are taken for management of funds or plans, remuneration is only taken if an agreed service level can be demonstrated.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Blakes Financial Management is an Independent Financial Adviser firm providing personalized financial planning and investment management services. The firm develops individual investment strategies (ISAs, investment funds, life assurance), delivers wealth management, retirement and pension planning, stakeholder pensions, inheritance tax planning, and school fees planning for private clients. Services are delivered through a structured four-stage financial planning process from initial consultation through ongoing reviews.

Product overview

Blakes Financial Management is an Independent Financial Adviser offering a unified suite of advisory services rather than a modular software product. The core offering centers on personalized financial planning, investment management, and wealth protection services. Key services include Investment Planning (ISAs, funds, life assurance), Wealth Management, Life Assurance and Critical Illness Cover, Retirement and Pension Planning, Stakeholder Pensions, Inheritance Tax Planning, and School Fees Planning. These services are delivered through a structured Financial Planning Process framework consisting of four stages: initial consultation, research and analysis, strategic planning report delivery, and ongoing review meetings.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Financial Conduct Authority (FCA)coreOthersBlakes Financial Management Ltd is authorised and regulated by the Financial Conduct Authority under reference 810027. As an FCA-regulated firm, they must adhere to regulatory requirements for fair treatment of customers, transparency, and compliance.
• Financial Ombudsman ServiceminorOthersClients who cannot settle complaints with the firm may refer to the Financial Ombudsman Service. This provides consumer protection and dispute resolution for clients.

Scale indicators1 record

Recent moves1 record

Expansion highlights2 records

Emerging players

• Nutmeg: UK digital wealth manager offering robo-advice and managed portfolios to retail investors. Adjacent competitor capturing the same UK mass-affluent audience through a low-fee, technology-led model that pressures traditional IFA economics.

Direct peers

• Quilter: UK wealth management business with a national adviser network and direct-to-consumer platform. Comparable as a UK private-client advice business focused on retirement, investment, and protection products through personal adviser relationships.
• Bestinvest: UK investment platform and coach-led advisory service (via Bestinvest Coach) for private investors. Comparable target market of UK individuals needing investment planning and retirement advice, with overlapping ISA, pension, and fund offering.
• St. James's Place: UK's largest advice-led wealth manager with a nationwide network of independent-feeling advisers. Directly comparable as a UK advice business offering investment planning, retirement planning, and protection products to private individuals through personal adviser relationships.
• Chase de Vere: UK independent financial adviser providing whole-of-market advice to private clients across investments, pensions, and protection. Comparable as a UK-wide IFA with similar holistic planning proposition and independent (non-tied) advice positioning.
• Brewin Dolphin: UK wealth manager providing discretionary investment management and financial planning to private clients. Comparable as a UK-based advisory firm serving similar client segments (individuals, pensions, IHT planning) via a relationship-led model.
• Rathbones: UK wealth manager offering investment management, financial planning, and advice to private clients, charities, and trustees. Comparable target market (HNW individuals, pension/inheritance planning) and overlapping service set.
• Tilney (formerly Smith & Williamson): UK wealth manager and professional services firm offering investment management, financial planning, and tax advice to private clients. Comparable holistic planning model, Chartered adviser culture, and HMRC-facing tax specialism.

Broad incumbents

• AJ Bell: UK investment platform serving DIY investors and advisers with SIPPs, ISAs, and dealing services. Comparable UK retail-investor client base and product set, though primarily a platform rather than full advice business.
• Hargreaves Lansdown: UK's largest direct-investor platform offering ISAs, pensions, funds, and limited advice services. Comparable UK retail-investor client base, though primarily execution-only/self-directed rather than advice-led, positioning it as a broader incumbent Blakes competes against for wallet share.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/blakes-financial-management-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blakes Financial Management