Our next event

Guidance on insolvency rules for Independent Practitioners

September 2017
View details

Our next event

Guidance on insolvency rules for Independent Practitioners

September 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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Financial Planning
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"I have used Lovewell Blake for my business and personal tax affairs for over 25 years and I have had no cause to question or complain about their professional attitude or execution of both my personal or business affairs."
 
 

News

The results are in, now what?
Claire Moore, HR Adviser

18 August 2017
Whether you have received the exam results you had hoped for or not, there are a whole host of options for you to consider, including further studies or taking the first step onto the career ladder. This list is by no means exhaustive, but gives you a taste of the...
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LB tax, business and financial planning update August 2017
Marketing Team

14 August 2017
In this month's LB tax, business and financial planning update we bring you:
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See all our news

Events

HR masterclass: staff handbook policies and procedures (Lowestoft)
9 November 2017
The next in our series of HR masterclasses looks at staff handbook policies and procedures. Full details to follow.
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HR masterclass: staff handbook policies and procedures (Norwich)
7 November 2017
The next in our series of HR masterclasses looks at staff handbook policies and procedures. Full details to follow.
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Apprenticeships Levy: is your business getting value for money?
17 October 2017
The Apprenticeships Levy came into effect from April 2017. As an employer you will have to pay this levy if you have an annual pay bill in excess of...
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