Welcome to Ely Wealth Management

We are Independent Financial Advisers, with over 40 years’ experience.

What we offer

Investment Wealth Management Services

We help our clients reach their investment objectives by providing wealth management that is tailored to each client’s needs and circumstances, and which meets the client’s investment return expectations while avoiding unnecessary investment risk.
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Independent Financial Advice

To help our clients plan for the future, whether they are individuals or businesses, we work with them and their other professional advisers including accountants and solicitors to develop financial plans and projections to illustrate future asset growth and expenditures.
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Charles & Debbie's Everest Base Camp Trek

Charles and Debbie are raising funds for Cancer Research UK because we want to remember loved ones lost last year.

Chartered Financial Planning in Ely

A disciplined investment philosophy consistently applied is the foundation for good long-term investment results. At Ely Wealth Management our investment philosophy is conservative in substance and application. We value patience in investing, yet we are responsive to changing economic, market and client-specific considerations. Our decisions are guided by independent research and analysis as well as ongoing communications with our clients.

After developing a complete understanding of a client’s circumstances, we establish a suitable asset allocation strategy for that client. We then maintain a broadly diversified portfolio specific to the client’s goals and anchored by high quality investments.

Ely Wealth Management

Investing in your Future
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Competent:
Well Qualified

At Ely Wealth Management, we are committed and passionate about the quality of client advice.

Charles is a highly qualified independent financial adviser and is responsible for the management of client’s investment portfolios.

Our Financial Services

Investment Wealth Management Services

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    Independent Financial Advice

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      “I have known Charles for 10 years and he has carried out work on behalf of numerous clients. He has provided a very useful service on deceased estates and I would happily recommend his services.”
      Sallyann Short – Hunt & Coombs Solicitors
      “Our business needs to maintain a reserve of funds and, being concerned about the low interest rate paid by our bank, we consulted a contact from a national business advisory service. He suggested that we take advice from Charles Blakey who he had known over a period of years. He also knew many people who had been advised by Charles and who had been pleased with his services.

      We consulted Charles and asked him how we could get a better income without significant risk. We followed his advice and, since then, have been very pleased with the income returns made in contrast to the near zero interest that we had been receiving from our bank.

      We are therefore delighted to have this opportunity of recommending the services of Ely Wealth Management to anyone looking for good quality, trustworthy advice.”
      Roger Tolfree – Director, Cambridge Patents Ltd
      “I have known Charles Blakey for over 20 years. He has carried out work on behalf of numerous clients of this firm and has provided extremely helpful assistance. I would have absolutely no hesitation in recommending him, he is extremely trustworthy, helpful and good at his work.”
      Jo Pooley – Solicitor, Pooley Bendall Watson
      “Charles Blakey has been our Financial Advisor for the past 5 years and we have become completely confident in his ability in providing us consistent support, communication and investment opportunities without any feeling of pressure as felt by past associates.

      Our financial portfolio has made realistic growths and we feel very positive for our long term security heading into our latter years and would highly recommend Ely Wealth Management to all our friends and colleagues.”

      Andrew Bennett, MBE

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