My role
I am an independent Financial Adviser and I am based in the Halesworth office of Lovewell Blake. I am able to advise on a number of areas of financial planning including pensions transfers and retirement planning.
About me
I have worked in the financial services industry since the late 1990's. I am a member of the Chartered Insurance Institute and am qualified to Diploma level. I am continuing my studies and working towards achieving 'Chartered' status in the near future. I have lived in Norwich all of my life, and I currently live on the outskirts with my partner and two children. I like spending time with family and friends and also enjoy cycling.
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
- NHS Pension scheme
- Ethical Investments
Speak to me about
- Pension contributions and reviews
- Annual Allowance, Lifetime Allowance and Pension input issues
- ISA, Collectives and Investment Bonds
- Venture Captial Trusts (VCTs)
- Mortgage Protection
- Income Protection
- Gifting, Trusts and Enterprise Investment Schemes (EIS)
Latest Articles
The 4% rule: How much should I spend in retirement?
When planning for retirement, it is all about trying to set aside sufficient funds to use in retirement whilst still leaving sufficient funds available to pay for everyday life and specific events that could occur. The 4% rule is a simple way to help you to manage your accumulated pension funds.