My role
I joined Lovewell Blake Financial Planning in 2012, beginning my career in the Business Review team as a paraplanner before progressing to a Financial Adviser. I provide advice on a wide range of products and services, including life, pensions and investments. I work closely with our healthcare team and have a particular interest in the NHS pension schemes.
About me
I have achieved my level 4 Diploma in regulated financial planning and continue to further my professional development. Outside of work, my wife Kayleigh and I like to take walks with our dog Hank through Thetford forest, or at the North Norfolk coast…and maybe find a nice local pub along the way!
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
- Pensions contributions and reviews
- Annual Allowance, Lifetime Allowance and pension input issues
- ISAs, Collectives and Investments Bonds
- Venture Capital Trusts (VCTs)
- Mortgage protection
- Income protection
- Gifting, Trusts and Enterprise Investments Schemes (EIS)
Latest Articles
Your NHS pension 'health-check'
2022 will be an important year for members of the NHS Pension Scheme to complete a ‘health-check’ of their membership.

Charity Investments
The results of the Charity Commission 2021 Covid-19 Survey indicated that 49% of charities have lost income from fundraising activities, whilst 35% have lost income from trading and other income sources.

Re-joining the NHS Pension Scheme
Changes to pension annual allowance rates that were announced in this years budget, those who previously opted-out may now consider opting back in.

Lovewell Blake Financial Planning Limited can help you and your employees plan for the future
Would you like to know more about the ways in which Lovewell Blake Financial Planning could help your charity?

NHS pension reform
Following the Government’s consultation into public sector pension scheme reforms, they have now published their response, here, outlining their proposals for changes to schemes over the coming years.

If it looks too good to be true...
It is fair to say that 2020 has been quite an extraordinary year in many ways, presenting new challenges for people from all walks of life.

COVID-19 - Protecting your business
The COVID-19 pandemic has introduced a number of challenges for business owners to deal with to ensure the survival of their companies.