A fresh approach to financial planning

At Bloom, our mission is to help you cultivate financial wellbeing.
This gives you the freedom to enjoy day-to-day life and achieve your goals because you have planned for the future. We believe fresh thinking is key.

Our vision

We created Bloom to introduce a fresh approach to financial planning. We wanted to offer an alternative to the stuffy, impersonal, one-size-fits-all style that many financial advisers offer. Our bespoke 360° approach goes beyond the numbers and looks at the whole picture.
We believe your financial consultant should guide you through the complexities of the financial world, enlighten rather than lecture you, give you clear options to choose from, and make personal recommendations for you. To do this, we listen to what you really want to achieve; understand your hopes, fears, appetite for risk; and any key milestones in your future. Only then can we truly have a meaningful impact on your life. Ready to feel refreshed?
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Our team

Our team of expert financial consultants can help shape and guide your finances throughout any and every stage of life.
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James Blackham

James is an experienced Chartered Financial Planner and has received recognition in The Times Top 100 IFAs for 2023.

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Jess Dave

As Business Manager, Jess oversees the ongoing aspects of the business and is responsible for the day-to-day operations.

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Cat Howe

Cat will be there to handle any of your enquiries and ensure a smooth client experience.

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Riz Din

Riz is a Chartered Financial Planner and he uses his extensive knowledge to help clients with financial strategies and planning solutions.

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"The team’s friendliness and relatability make financial planning comfortable."


Alan

Hear their story

"They gave me exactly what I needed: a financial plan and first-class service."


Hervé

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"Working with Bloom gave us clarity, simplified our finances, and made our future feel secure.”


Nic and Sally

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"It was refreshing to work with someone who truly listened and tailored their advice to our goals.”


Saloni and Pradeep

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James and the team helped us to realise our goal by bringing everything together in a very clear, understandable package.


Ann

With the help of James and his team, our initial objectives were promptly and efficiently achieved. The groundwork for our future retirement income has been put in place.


Kev

James explained everything we needed to know in a courteous and easy to understand manner. Any queries outside of our regular meetings and calls are dealt with very promptly.


Nic

What do our
clients say?

We want to make a positive impact on every client’s life and help their finances bloom. We’re proud of the positive feedback we’ve received.

Curious to learn more?

Ready when you are. Let's discuss and start to achieve your goals.