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Welcome....

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: "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. 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."

 
Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales No. Company Registration Number. Registered Office: Unit 1, Holwood Business Centre, Blunts, Saltash, Cornwall, PL12 5DW     Tel: 01752 851748

FSA Firm Number: 408054
 

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here
To verify our status with the FSA, click here and key in our FSA number: 408054

Unit 1, Holwood Business Centre, Blunts, Saltash, Cornwall, PL12 5DW     Tel: 01752 851748