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.