Blake and Day Financial Planning Ltd was established in January 2021 as a new business venture between Claire Blake and Debbie Day combining years of experience, following three years of planning to combine our services as Independent Financial Advisers.

We are two women who want to offer independent whole of the market financial advice to all prospective clients who need it in the local areas that we work and live in. Predominately this is Suffolk, Essex and Cambridgeshire but also venturing to Hertfordshire, Norfolk and London.

SERVICES

BUSINESS AND CORPORATE

Blake and Day professional staff offer a bespoke tailored services for all Business and Corporate clients across a wide range of services, Financial Planning, Loans and Investments, Mortgages, Commercial and Residential.

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INSURANCE AND PROTECTION

Life protection insurance, life cover, life assurance and income protection, are all difference types of insurance policies that can protect your loved ones with financial support if you can’t work or die.

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LOANS AND MORTGAGES

Blake and Day Independent Mortgage advisors offer a wide range of mortgages and loans across all providers tailored to your personal needs and requirements. We help you find the correct mortgage or loan as everyone’s needs are different.

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PENSIONS AND RETIREMENT

Blake and Day Financial Planning offer independent information and guidance about planning for your retirement including forecasting your pension, on how much income you will have or need when you want to retire.

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SAVINGS AND INVESTMENTS

It is important to understand the difference between saving and investing and Blake and Day will help guide you through with your short term and long term arrangements.

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WILLS AND ESTATE PLANNING

As no one knows what the future may hold, having a will and a succession plan in place will makes things simpler for your family, avoiding additional costs and emotional stress for all. It pays to take advice and plan.

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EQUITY RELEASE

Equity Release and Lifetime Mortgages are a financial arrangement for the older home owner to unlock and release cash from the value of their home derived from the property value while enabling them to continue using it.

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THE TEAM

From the inception of the company the recruitment policy was to ensure that we had a wide knowledge base of experienced professionals to be able to offer a holistic approach across the whole of the financial sector from our two main hubs in Essex and Suffolk.

Services covered from Retirement Planning including flexi-access Drawdown, Investment Management, long term Pension Planning, Mortgages including Equity Release, Life Cover and Protection.