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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       

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Financial Planning
Financial Planning
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"Simon is extremely supportive I am impressed with the service, professionalism and his friendly approach. Simon's expert advice and guidance has helped me to move forward and I am now looking forward to develop my practice.

Unlike previous accountants that I worked with, he is always willing to go the extra mile and I can recommend him wholeheartedly."
 
 

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