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

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

 

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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

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.
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New Partner for Lovewell Blake
Marketing Team

6 October 2017
Leading regional chartered accountants, business advisers and financial planners Lovewell Blake has announced the appointment of a new partner based at its Thetford office: Jamie Norton.
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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.
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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...
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HR masterclass: staff handbook policies and procedures (Norwich)
7 November 2017
Do you need written policies and procedures in your workplace?
Read More