Our next event

Royal Norfolk Show 2017

June 2017
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Our next event

Royal Norfolk Show 2017

June 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       

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Financial Planning
Financial Planning
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"Simon has given my company and personal accounts superb support and excellent professional service over the last ten years. We have had excellent service in all matters relating to tax and accounts and we will remain with the company for a long time coming - highly recommended."
 
 

News

Free HR masterclasses will help businesses prepare for redundancy and restructure
Marketing team

23 June 2017
With the General Election result producing ongoing political uncertainty, businesses need to prepare for the possible impact of that uncertainty – that is the message which will be put across at two masterclasses being presented by HR specialists from Lovewell Blake taking place next month.
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Lovewell Blake donation keeps students afloat
Marketing team

19 June 2017
Staff and students at Ely College were grateful this week to receive a £500 donation towards their raft for Ely Aquafest from regional accountancy firm, Lovewell Blake.
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Events

September agricultural briefing
20 September 2017
Our next agricultural briefing for professionals will take place on Wednesday 20 September. More details to follow.
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Practice Manager masterclass: managing staff performance and sickness absence
18 July 2017
Our specialist medical team will be hosting a series of free masterclasses aimed at providing Practice Managers with a useful insight into a number of topical and complex areas that...
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Practice Manager masterclass: topical VAT matters
11 July 2017
Our specialist medical team will be hosting a series of free masterclasses aimed at providing Practice Managers with a useful insight into a number of topical and complex areas that...
Read More