Ely Wealth Management Ltd

Independent Financial Adviser  17 Forehill, Ely, CB7 4AA
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FCA authorised
Last authorised 8th August 2022
Offering Advice, guidance and reassurance in tailoring a plan to suit your lifestyle
We can advise you on
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Annuity purchase
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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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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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Unit trusts
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Lump sum
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Regular savings
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Taxation planning
Meet our advisers
MR Charles Blakey FPFS
Chartered Financial Planner
About us

Ely Wealth Management have been providing Financial and Investment Planning services throughout the Ely area for a number of years.

Our services

At Ely Wealth Management we look after the financial interests of individual investors, their families, businesses and trusts. We look to identify the personal objectives and timelines for each client before agreeing a bespoke investment strategy, with ongoing portfolio reviews. In achieving this, our emphasis is on building long-term relationships with our clients. For many clients there are certain core areas where they value our guidance and advice, Our services cover all areas of investment management and financial planning including Investments, Tax Planning, Wealth Transfer and Estate Planning.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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

17 Forehill, Ely, CB7 4AA

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