Financial Planning is the name of our profession, but there’s so much more to what we do. Of course, money is at the heart of it, but that’s just the means to an end, which we’ll map out together. As we see it, financial planning is about dreams, goals, wishes and hopes… And, above all, trust and confidence in your financial future. What we do is far too complex to cover in a website… Instead, think of this as more of an introduction and, we hope, a conversation starter.

Blaxsell Financial Planning was founded in 2021 by Simon Blaxsell. We are an independent financial adviser who specialises in investment portfolio management, pensions, Inheritance Tax planning, and protection strategies for individuals and corporate customers. Our approach revolves around thoroughly researching our client’s long-term financial objectives and delivering unbiased, bespoke solutions rather than merely selling products. Our client’s needs are always considered paramount in the decision-making process.

We are located in Bedfordshire and offer financial advice to clients in the local area, the surrounding regions and London to safeguard and improve their wealth and well-being.

Our team employs technology to assist us with our clients’ analysis and planning and encourages face-to-face discussions when necessary. We have an ongoing partnership with specialised finance professionals whom Simon has collaborated with for many years.

Simon has been a part of the financial services sector since the early 1990s, initially for a UK life assurance firm and later as an independent adviser since 2005. In 2013, Simon established his first company. He has since become a member of the Institute of Professional Will Writers and Probate Practitioners. Over a career spanning more than three decades, Simon has guided clients through life’s challenges with consummate efficiency and integrity. It’s no surprise that many of our clients remain with us today.

We’re all living longer. Your retirement might well last as long as your working life, so it’s more important than ever to think ahead. In our experience, the moment you start thinking seriously about retirement, whether it’s imminent or many years away, you find yourself asking countless questions. Some of them are financial. Many are emotional and very personal. Most of them are all those things and more. How will I spend my time? Can I afford to retire? What if my money runs out?

Our clients come from all walks of life, but one thing they have in common is that their time is precious. It’s hard to find the time, and ‘bandwidth’, to manage your personal finances. It’s easy, on the other hand, to engage us to handle everything for you. It will also save you money while making you more.

Maybe you want to build an investment portfolio… Perhaps you have an ambition to fulfil – financing your ‘forever home’, early retirement or the ‘bank of Mum and Dad’… Many of our clients come to us for the reassurance that their affairs are professionally and properly organised and that their financial future is in safe hands.

At the most difficult and distressing of times, finances should be the least of your concerns. We’re here to support you in the immediate crisis without money worries making things even worse, and to help you adjust to a different financial future.