Jonathan Matchett

Financial Adviser

Jonathan Matchett Lovewell Blake Financial planning
Jonathan Matchett Lovewell Blake Financial planning

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, 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 Capital Trusts (VCTs)

  • Mortgage Protection

  • Income Protection

  • Gifting, Trusts and Enterprise Investment Schemes (EIS)

Inheritance Tax Planning: The Do’s, Don’ts and Key Strategies
Summing up - Business Protection and what happens if...
Summing up - Pensions Explained: Smart Retirement Planning and Tax Strategies
Glossary

Test

This is a test definition

more