Our next event

HR masterclass: staff handbook policies and procedures (Norwich)

November 2017
View details

Our next event

HR masterclass: staff handbook policies and procedures (Norwich)

November 2017
View details

Private client


Our job is to protect your interests and simplify your financial affairs so you can get on with the business of living life.

Our team of private client specialists work together to provide you with a bespoke service, looking after all areas of your financial affairs. This includes, but is not limited to personal tax, financial planning and cash flow modelling.

We’ll help you plan for the future and manage your wealth for both the long and the short term. Our team of financial advisers are on hand to help you maximise your investments and plan for a happy and financially secure retirement and beyond.
At the same time our tax consultants will ensure you meet your financial obligations by helping you file your tax returns, whilst helping you provide for your family in the longer term with careful tax planning.

You can relax in the knowledge your tax and financial affairs are constantly being monitored by experts who understand both your personal circumstances and your financial objectives.

Traditionally tax advice has been provided by an accountant whilst a financial adviser has given investment guidance. We believe that working together and delivering a combined strategy will give you the greatest benefit.

Find out more about our values.

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 
"Lovewell Blake help us with much more than just the year end accounts and tax. They facilitated a valuable strategic planning exercise for us and also provide independent input at board meetings, ensuring these remain business focussed."
 
 

News

How to spot a scam
Graham Walker

11 October 2017
Investment scams are all too common these days and as part of our commitment to existing and new clients we have put together a guide to help you avoid being taken advantage of by unscrupulous and sophisticated criminals. Please do not hesitate to contact us for more information. ...
Read More

Let our food and drink producers lead the way to new export markets
Justin Wright

11 October 2017
Justin Wright, who heads up Lovewell Blake’s specialist food and drink team, says we must not hold back the food and drink sector as it seeks to find new overseas markets.
Read More

See all our news

Events

Autumn Budget Seminar 2017
24 November 2017
The Chancellor of the Exchequer, Philip Hammond, will deliver his first Autumn Budget on Wednesday 22 November 2017.
Read More

HR masterclass: staff handbook policies and procedures (Lowestoft)
14 November 2017
We would be delighted if you could join our HR consultants for the next in our series of HR masterclasses, where we will consider the importance of having staff handbook...
Read More

HR masterclass: staff handbook policies and procedures (Norwich)
7 November 2017
Do you need written policies and procedures in your workplace?
Read More