Our next event

HR Masterclass: Redundancy and restructure

July 2017
View details

Our next event

HR Masterclass: Redundancy and restructure

July 2017
View details

Private client

Independent financial advice Norfolk, Suffolk, Cambridgeshire

Financial Planning

Investment Advice and planning tailor made for you.

Unlike many investment advisers who have a limited number of off-the-peg solutions, our financial planning team have the knowledge and expertise to compile a bespoke portfolio, designed to meet your specific needs and goals.

We will review your investments regularly to ensure the various funds continue to meet our very high standards. Change is inevitable, so we will make sure to keep in touch with advice when changes in market conditions could affect your portfolio.

Your comprehensive financial planning service will include:


• Portfolio construction and monitoring
• Regular meeting with your adviser
• Tax planning
• Interaction between tax specialists and financial advisers to maximise the tax efficiency of your investments
• Pensions
• Protection insurance

Due to the close working relationship between our financial planning and tax teams we are also able to help you complete your self-assessment tax returns.

Knowing what you want in both the short and long term helps us to deliver a service designed around helping you achieve those goals. We'll help you to keep your financial affairs in good shape at all times.

Lovewell Blake Financial Planning Limited is a firm of independent financial advisers authorised and regulated by the Financial Conduct Authority.


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Call us on 01603 619620       

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Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Financial Planning
Financial Planning
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"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

Quiz raises over £1000 for Halesworth Festive Lights
Marketing Team

26 April 2017
On Friday 21 April, staff from Lovewell Blake's Halesworth office hosted a charity quiz evening to raise much needed funds for the Halesworth festive lights.
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LB150 three peaks challenge
Marketing Team

25 April 2017
Whilst many of us look forward to the last bank holiday of the summer to enjoy a BBQ, or finish some DIY, this year a team of 13 from Lovewell Blake's Great Yarmouth office will be donning their walking boots and taking on the three peaks challenge. They will have...
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See all our news

Events

HR Masterclass: Redundancy and restructure (Lowestoft)
6 July 2017
Are you concerned about the impact the current political climate will have on your business in terms of staffing and structure?
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HR Masterclass: Redundancy and restructure
4 July 2017
Are you concerned about the impact the current political climate will have on your business in terms of staffing and structure?
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LB150 Ball
29 April 2017
You are invited to join us at the 2017 LB150 Ball in Lowestoft.
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