Blake Ellis - Independent Financial Adviser

Independent Financial Adviser  Aston Road, Tividale, B69 1TW
First meeting at adviser's own cost
I work with families and business owners, in all areas of financial planning, helping them to invest and plan for retirement using modern and efficient solutions. I've also consulted a number of Financial Advice firms throughout the UK on best practice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
Mr Blake Ellis
About us

When not advising clients, you can usually find me spending time with my twin boys and partner, reading up on ancient history, watching combat sports (especially boxing) or problem solving.

From time to time, I even manage to fit in the occasional DIY project.

Blake Ellis is an adviser with Julian Harris Financial Consultants which is authorised and regulated by the Financial Conduct Authority.

The performance of your investments is subject to risk. Its performance may fluctuate based on movements in the market and economic condition. Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.

Tax treatment is based on individuals unique circumstances.

Our services

Pension Planning
Investment Planning
Tax Planning
Protection Planning/Business & Personal
Business Planning and Company Exits
Cashflow Planning Specialists

Where to find us
Head office address: Aston Road, Oldbury, Tividale, B69 1TW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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