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Blake Ellis

Senior Financial Consultant

Blake is a Senior Financial Adviser for Cooper Associates Wealth Management.

Blake provides advice to individuals, business owners and private clients, specialising in investment planning, retirement planning and inheritance tax solutions. Blake is proficient in providing practical solutions to his clients’ financial issues and places an emphasis on maintaining long term relationships, providing them with a source of trusted advice as their needs evolve.

Blake has strong experience in the financial services industry, previously working as a financial adviser for a large national banking organisation.

When he’s not at work, Blake can be found spending time with his family and two dogs, as well as enjoying regular trips to Sandy Park to watch the Exeter Chiefs rugby side.

Qualifications

  • DipPFS Diploma in Financial Planning
  • Certificate in Financial Planning and Lifetime Mortgage Activities (CF7)
  • Long Term Care Insurance (CF8)
  • Retirement Income Planning (AF8)
  • CISI Pension Transfers & Planning Advice

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We are both enjoying our retirement with financial security thanks to his sound advice.

Mr & Mrs Statton