My role
I am a Paraplanner based in our Norwich office. I provide analysis to the advisers in the firm, on client recommendations which include pension provision and inheritance tax planning.
About me
I joined Lovewell Blake Financial Planning in January 2005, having previously worked in the financial services industry for Aviva. Since joining, I have progressed from an administrator to a paraplanner, having completed exams to attain level 4 qualification and I am continuing my studies to become chartered, helping to increase my knowledge to assist with my day to day role. I have lived in Norfolk for the majority of my life, apart from when I attended Staffordshire University, completing a degree in Human Biology. I play a lot of recreational sport in my spare time, namely cricket during the Summer for Acle Cricket Club.
Latest Articles

Spring Budget – what opportunities does this bring?
Following the delivery of the Spring Budget on 3 March 2021, there is a good chance that people will have seen the limited changes as not affecting them a great deal; however, this could in fact have an effect both in the short, and long-term, on tax due.
Attitude to Risk Vs Capacity for loss
The difference between a perceived attitude to risk and actual capacity for loss can often be confused.