About us
Each client relationship is overseen by Charles an experienced Chartered Financial Planner and supported by dedicated administrative professionals. This team approach adds depth to and strengthens long term client relationships.
Charles Blakey
Job Title: Chartered Financial Planner
Qualifications: Fellow of the Personal Finance Society
Tel: 01353 634888
Mobile: 07703 033854
Email: cblakey@elywealth.co.uk
Charles has over 40 years' experience in Financial Services. Charles set up Ely Wealth Management in 2020. Prior to this he co-founded Charles Daniel in 2010. Charles worked as a Financial Adviser & Stockbroker in the Ely branch of Investment Firm Edward Jones from 2006 – 2009.
Previously he spent some 25 years serving in prominent positions within HSBC bank. These have included roles as a Bank Manager in Ely as well as a Corporate Financial Planner.
Charles is a member of the Personal Finance Society and has been awarded both Fellowship of the Personal Finance Society as well as the coveted status of Chartered Financial Planner. This is the highest level of qualification available through the Personal Finance Society. The award demonstrates an ongoing commitment to professional development to ensure that our clients receive the best possible advice. Charles is also a qualified Banker and Associate of the Institute of Bankers.
Charles specialises in Investment Advice, Retirement & Estate Planning as well as Corporate Financial Planning.
Debbie Blakey
Job Title: Director
Qualifications: Certificate in Life & Pensions
Tel: 01353 634888
Email: dblakey@elywealth.co.uk
Debbie began her career in Financial Services 30 years ago. Prior to Ely Wealth Management Debbie worked at Charles Daniel from 2010 - 2020. Previously she worked as a Branch Office Administrator in the Ely branch of Investment Firm Edward Jones from 2006 – 2009. Before that she spent 16 years serving in a number of key roles within HSBC bank. These included roles as Bank Manager in St Ives as well as a Customer Services Manager in Cambridge. Debbie graduated from Leicester University with a BSc Honours degree in Maths.
Debbie holds the designation Cert CII (Life and Pensions).
Becky Doak
Job Title: Client Service Executive
Tel: 01353 634888
Email: bdoak@elywealth.co.uk
Becky originally joined Charles Daniel in May 2018 from a hospitality background with lots of customer service experience. She also worked with us whilst we transitioned to Ely Wealth Management. Following a break after having her third child she has now re-joined the team from May 2023.
Becky is looking forward to re-joining the business and looking after our clients.
Charles Blakey
Job Title: Chartered Financial Planner
Qualifications: Fellow of the Personal Finance Society
Tel: 01353 634888
Mobile: 07703 033854
Email: cblakey@elywealth.co.uk
Charles has over 40 years' experience in Financial Services. Charles set up Ely Wealth Management in 2020. Prior to this he co-founded Charles Daniel in 2010. Charles worked as a Financial Adviser & Stockbroker in the Ely branch of Investment Firm Edward Jones from 2006 – 2009.
Previously he spent some 25 years serving in prominent positions within HSBC bank. These have included roles as a Bank Manager in Ely as well as a Corporate Financial Planner.
Charles is a member of the Personal Finance Society and has been awarded both Fellowship of the Personal Finance Society as well as the coveted status of Chartered Financial Planner. This is the highest level of qualification available through the Personal Finance Society. The award demonstrates an ongoing commitment to professional development to ensure that our clients receive the best possible advice. Charles is also a qualified Banker and Associate of the Institute of Bankers.
Charles specialises in Investment Advice, Retirement & Estate Planning as well as Corporate Financial Planning.
Debbie Blakey
Job Title: Director
Qualifications: Certificate in Life & Pensions
Tel: 01353 634888
Email: dblakey@elywealth.co.uk
Debbie began her career in Financial Services 30 years ago. Prior to Ely Wealth Management Debbie worked at Charles Daniel from 2010 - 2020. Previously she worked as a Branch Office Administrator in the Ely branch of Investment Firm Edward Jones from 2006 – 2009. Before that she spent 16 years serving in a number of key roles within HSBC bank. These included roles as Bank Manager in St Ives as well as a Customer Services Manager in Cambridge. Debbie graduated from Leicester University with a BSc Honours degree in Maths.
Debbie holds the designation Cert CII (Life and Pensions).
Becky Doak
Job Title: Client Service Executive
Tel: 01353 634888
Email: bdoak@elywealth.co.uk
Becky originally joined Charles Daniel in May 2018 from a hospitality background with lots of customer service experience. She also worked with us whilst we transitioned to Ely Wealth Management. Following a break after having her third child she has now re-joined the team from May 2023.
Becky is looking forward to re-joining the business and looking after our clients.
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