Blake is a private client wealth adviser, helping individuals, families, business owners, and companies achieve their financial goals and objectives.
He provides advice on:
► Retirement planning to secure the future you want
► Tax efficient saving/investing ensuring you don’t pay more tax than you need to
► Inheritance tax planning streamlining continuity across generations
► Maximising the opportunity from a lump sum of money such as a redundancy payment or an inheritance
► Helping you transition through life changes, such as starting a family, getting divorced or if you’ve been widowed
Blake began advising private clients on their investment portfolios in 2012 after graduating from Cass Business School in London with a Masters in Banking and International Finance as a Sir Stelios Scholar (founder of easyJet).
Previously he founded a financial services firm in Mayfair, London and a travel technology company which shared the “easy” branding typically associated with easyJet which was later named a UK Top 100 Startup.
If you would like further details about the services and expertise Blake provides, please message/connect with him on LinkedIn.
Timestamps:
[1:30] Am I wealthy enough to be a part of wealth management planning? Great question!
[3:35] How did your business get started and come about?
[5:30] How did stepping out of finance give you do you think, in terms of your perspective on business?
[9:15] Your LinkedIn post relating to investing from the minute you start earning…can you talk about dividends reporting related to the FTSE100?
[13:00] If someone was investing regularly, what sort of tips would you give?
[14:00] Is it ever to late to start investing do you think?
[17:10] How is your business going?
[20:00] What’s your opinion on cryptocurrency?
[23:00] Is crypto all about the dark web today?
[24:20] Where are you taking your business?
[27:45] Are you looking to maintain culture was businesses are overtaken?
[30:25] If your business had a personality or character who would it be?
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