My name is Claire Blake I am a fully qualified Financial Planner with over 24 years of experience in Financial Services Industry currently based in Braintree, Essex.
From my office in Braintree, Essex I provide advice to my clients predominantly throughout Essex and Hertfordshire region but also into Cambridgeshire and Suffolk. I provide advice in all aspects of Financial Planning including protection pensions and investments. My advice is bespoke in an easy to understand manner without the industry 'jargon'.
Being a fully qualified Financial Planner I hold the Chartered Insurance Institute Diploma in Financial Planning (DipPFS). This makes me fully compliant with the new professional advice regulations to be introduced by the FSA in January 2013 as part of the Retail Distribution Review (RDR). I am now working towards chartered status.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - Braintree, Braintree,
07767 308783
Business Name
Claire Blake IFA
Services Offered
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