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| Lovewell Blake's sister company, Lovewell Blake Financial Planning Limited, was set up in 1999 and provides only fee-based advice, with the intention of assisting you in making the most appropriate financial decisions in your personal and business activities.
We are an Independent Financial Adviser (IFA) based in Norwich, Great Yarmouth, Lowestoft and Thetford. This means we are not restricted in our advice to only one financial company and thus we are entirely impartial in our advice. Our main aim, apart from providing "best advice", is to increase the real wealth of all our clients.
We are authorised and regulated by the Financial Services Authority.
An initial meeting, for which there is no charge, will enable us to gain an understanding of your affairs and how we may be in a position to assist you. This will also give you an insight as to how we will work with you, both now and in the future.
Should you decide that you wish our team to work on your behalf, we will then send you a detailed report setting out our recommendations. Further to this we will meet to discuss in detail the implications of the report finally acting on your instructions. We will then identify when you may wish to have ongoing reviews of both your circumstances and investments.
Lovewell Blake Financial Planning Limited can advise on all areas of financial issues, with emphasis on investment and retirement planning.
Particular areas of advice are:
Lump sum and regular investment
Individual Savings Accounts (ISAs)
Personal and Stakeholder pensions
Corporate pensions
Life assurance and Critical Illness
Partnership and Shareholder protection
Inheritance Tax Planning
Mortgages | |
| | | | | | Consultants
Andrew Edge, Norwich
John Mee, Lowestoft & Halesworth
Robin Carnaby, Norwich
Graham Walker, Norwich
Roger Loy, Great Yarmouth
Mike Trawford, Norwich, Aylsham & North Walsham
Barry Seeger, Great Yarmouth
Mortgage Consultant
Karen Last, Thetford
Managing Director
David Buller, Thetford
Directors
Christopher Dicker, Great Yarmouth
Andrew Edge, Norwich
John Mee, Lowestoft & Halesworth
Philip Bartram, Norwich |
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