Blake Ellis - Independent Financial Adviser
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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
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.
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
Minimum wealth (income/assets)
Minimum mortgage value
Online (Live chat, video, email)
Face to face