More
Call us on 0800 6526623 Send an enquiry
Resources
Lovewell Blake Information
Call us on 0800 6526623 Send an enquiry
Lovewell Blake Financial Planning
Sectors
Industry Specialisms
Vickie Sillett
Matt Crawley Partner for Lovewell Blake
Shaun Mary
Toni Davies
Ryan Lincoln partner for Lovewell Blake
Mark Proctor Partner for Lovewell Blake
Sophie Palmer
Audit and Accountancy
Outsourcing and HR
Business Tax
Personal Tax
International
Specialist Services
Audit and Accountancy
Outsourcing and HR
Business Tax
Personal Tax
International
Specialist Services
Back to main menu
Audit and Accountancy
Back to main menu
Outsourcing and HR
Back to main menu
Business Tax
Back to main menu
Personal Tax
Back to main menu
International
Back to main menu
Specialist Services

David Haughton

Financial Adviser

Call me on 01986 876163

My role 

I am an Independent Financial Adviser based in the Halesworth office. I have clients in London and as far afield as Shetland but the bulk of my time is in our offices in Norfolk and Suffolk. My clients come from all sectors; corporate, trusts, charities and individuals. The majority of my time is spent advising on pre and post-retirement as well as investment planning. 

About me 

I am Dip PFS qualified with over 30 years experience in the financial services sector. I am married with 2 grown-up children. We share our home with our black Labrador, Brodie. Outside of work, I enjoy most racket sports and the occasional round of golf. 

My sectors and specialisms

  • Investment planning for growth and income

  • Business protection

  • Retirement planning

  • Life cover and protecting your family

  • Inheritance Tax and Estate planning

  • Ethical Investments

Speak to me about

  • Pension contributions and reviews

  • Annual allowance, Lifetime Allowance and Pension input reviews

  • ISA, Collectives and Investment Bonds

  • Venture Capital Trusts (VCTs)

  • Mortgage Protection and Income Protection

  • Gifting, Trusts and Enterprise Investment Schemes (EIS)
Get in touch with David

Latest Articles

New Year is the perfect time to review your financial health as well as your personal health

08.01.2024
David Haughton
Financial Planning
4 min read

The new year is the perfect time to spring clean your finances, says David Haughton of Lovewell Blake Financial Planning.

Retirement - An emotional journey?

10.08.2023
David Haughton
Financial Planning
2 min read

Retirement has a habit of creeping up on you whilst you are busy getting on with your life, to the extent that we barely give it consideration until it is almost upon us.

Inheritance trust funds – make sure you do it for the right reason

10.05.2023
David Haughton
Financial Planning
3 min read

When we hear the phrase ‘Trust Fund’, many of us think of the kind of vehicle which enables children of the mega-rich enjoy lives of luxury. But in fact, trusts can be a hugely useful way of organising your assets and ensuring that your wishes are carried out – in a tax-efficient way – after your death.

Private Client services

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Corporate Advisory services

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Services to Business and SMEs

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Audit, Compliance and Assurance Services

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

Specialist
Glossary

Test

This is a test definition

more