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 2015, 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
Protecting your loved ones
When it comes to personal protection, it is not often considered as a necessary expense.
Is orange the new green? For investors, not yet
High-profile protests by Just Stop Oil activists are making the headlines – but are they influencing investors, asks Andrew Spaxman of Lovewell Blake Financial Planning.
Attitude to Risk Vs Capacity for loss
The difference between a perceived attitude to risk and actual capacity for loss can often be confused.