My role
I joined Lovewell Blake Financial Planning in March 2007. I enjoy working with clients' to ensure their objectives are fulfilled. I advise on investments, retirement planning and protection for personal and corporate clients.
About me
I hold the Advanced Diploma in Financial Planning and take pride in explaining complex areas in a language that is easy to understand by all. Outside of work, I am married to Kathryn, and we have three girls. My interests are football and running.
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
- ISA, Collectives and Investments Bonds
- Venture Capital Trusts (VCTs)
- Mortgage Protection
- Income Protection
- Gifting, Trusts and Enterprise Investment Schemes (EIS)
Latest Articles

When is it best for me to retire?
Firstly, that’s a great question. The simple answer is that you can retire when you have adequate wealth to do so. This can be a mixture of pensions, savings, investments, and property.

The reality of investing today
We have seen some turbulent markets in the last 12 months, with the repercussions of COVID having a significant impact. Generally speaking, markets have partially recovered but remain extremely volatile.

Long Term Care
Long-term care in a care home is very expensive, and can quickly erode your savings (including the equity in your property).

Income Protection
When considering the range of protection policies available, the most common policy is ‘life insurance’.

What is Relevant Life Insurance
In an ever more competitive employment market, employers are looking closer at the overall benefits they offer, beyond just salary.

Pensions versus ISA
A common question amongst investors is 'should I invest in a pension or an ISA?' Here we run through the main features of each product.