Chartered financial planner joins financial firm to aid expansion plans

Company News // August 5, 2016

Hull based financial services company, The Insurance Partnership has appointed Chartered Financial Planner, James Blake to aid plans to expand outside the city.

Having worked as an adviser since 1998, James has previously worked in both high street and private banks, advising across sectors from commerical clients to high net worth individuals, on complex areas including estate planning and Inheritance Tax.

James continues to study further and aims to achieve the pinnacle of the profession, becoming a Fellow of the Chartered Insurance Institute in 2017.

James says: “I am pleased to be an IFA again, with the whole of the market to find solutions for clients in the areas of protection, retirement, investments and estate planning.”

“I joined The Insurance Partnership because i believe in the firm, and in being able to give moral and ethical holistic advice on the whole of clients’ financial arrangements in order to help them reach their goals.”


Inheritance Tax

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