Anthony Blake Financial Planning

Anthony Blake Financial Planning Personalised financial planning for individuals, families and business owners.

What is a Unit Trust?A Unit Trust is a portfolio of financial assets that are managed by a professional fund manager.The...
01/06/2026

What is a Unit Trust?

A Unit Trust is a portfolio of financial assets that are managed by a professional fund manager.

These assets could include stocks, property, and bonds. It is a medium to long term investment for growth and income.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is a Pension?A pension is a way for individuals to save money during their working years for their retirement later...
31/05/2026

What is a Pension?

A pension is a way for individuals to save money during their working years for their retirement later in life, which employers can also contribute to.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is passive investing?Passive investing is an investment strategy that aims to replicate the performance of an index...
28/05/2026

What is passive investing?

Passive investing is an investment strategy that aims to replicate the performance of an index by tracking it, which means holding the same stocks in similar percentages. This is considered a lower-cost way to invest.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is an ISA?An ISA, (Individual Savings Account) is one of the most popular and tax-efficient ways for UK residents t...
25/05/2026

What is an ISA?

An ISA, (Individual Savings Account) is one of the most popular and tax-efficient ways for UK residents to invest and save for the future.

Investments in an ISA are free of income tax and capital gains tax for the duration of the investment.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is an Index?An index is a tool that helps investors understand how a particular part of the market is performing wi...
24/05/2026

What is an Index?

An index is a tool that helps investors understand how a particular part of the market is performing without having to analyse individual assets.

For example, the S&P 500 Index summarises the performance of the 500 largest companies listed in the US, giving a overall reflection of US stocks.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is a Gilt?A gilt is a bond issued by the government. Traditionally these were presented on gold-edged certificates,...
21/05/2026

What is a Gilt?

A gilt is a bond issued by the government. Traditionally these were presented on gold-edged certificates, earning them the name ‘gilt’.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is Equity? Equity is the term for a share of ownership in a company, also known as a stock, which is listed and tra...
19/04/2026

What is Equity?

Equity is the term for a share of ownership in a company, also known as a stock, which is listed and traded openly on a stock exchange.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is Compounding?Compounding involves reinvesting the income earned from your investment so your original amount grow...
16/04/2026

What is Compounding?

Compounding involves reinvesting the income earned from your investment so your original amount grows and potentially generates additional earnings over time.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is Capital Gains Tax?Capital Gains Tax (CGT) is a tax on the profit when you sell or dispose of something that has ...
13/04/2026

What is Capital Gains Tax?

Capital Gains Tax (CGT) is a tax on the profit when you sell or dispose of something that has increased in value. Items subject to CGT are known as ‘chargeable assets’.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

What is a Bond?This is the debt of a company or government and acts like an “I owe you”.An investor who buys a bond is i...
05/04/2026

What is a Bond?

This is the debt of a company or government and acts like an “I owe you”.

An investor who buys a bond is in essence lending money to that institution in return for repayment on a specific date, plus regular interest payments. Also known as fixed income.

Anthony Blake Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

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Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 1pm

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