Jonathan Blake Money Management Limited was established in August 2004 and was founded on a strong financial background of over 50 years' combined experience in the financial industry.
Director Jonathan Blake comments: "Having moved through the new menu structure, with clients now being offered professional fee-based advice, we are confident that this is a good move for the future and offers clarity to those clients wishing to take forward this option. A directly regulated quality practice is precisely what our clients want and deserve, and we are confident for the future.
Uncomplicated financial solutions are almost certainly the best and, by placing client service first, we strongly believe we can give direction to all who wish to review their financial futures.
As testimony to how John Smith, our Senior Associate, and I run the business we have recently completed a customer satisfaction survey under the Financial Services Authority's "Treating Customers Fairly" initiative. We have had a very positive response, with over 25% of the survey returned so far, and highlighting that, as a practice, clients are not only pleased with the service provided but also that we remain clients' first point of reference. Also, there is praise for the way we convey information to our clients, making sure that it is simple and jargon-free.
This, we believe, is very important as financial markets are constantly changing and with it the jargon within the industry."