My role
I am the Paraplanner Supervisor and I am based in our Great Yarmouth office.
About me
I have worked in the financial services industry since 2005. I previously worked for Aviva and HSBC and joined Lovewell Blake Financial Planning in 2014. I am continuing my studies and working towards 'Diploma' status in the near future. I live in a small village on the outskirts of Great Yarmouth and you will often find me dining-out, spending time with family and friends and following Manchester United!
Latest Articles
The Bank of England has cut the base rate from 5.25% to 5%
The Bank of England (BoE) cut interest rates from a 16-year high on Thursday 01 August, after a narrow vote in favour from policymakers divided over whether inflation pressures had eased sufficiently enough.
Is it too early/late to start investing in a pension?
For some, retirement might feel miles off, but the sooner you can start saving for it, the better.
Spring clean your pensions!
Spring has arrived and summer is not far off – but it is never too late for a little pension spring cleaning. When was the last time you looked at your pension plans?
Cash Savers
Cash savers are quietly celebrating, as a ‘rates war’ has broken out in the savings market - meaning savers are now getting a much better return on their money than what they were a year ago.
What is an Exchange Traded Fund (ETF)?
Diversification is of paramount importance in investment success, and one way to achieve it is by buying ‘Exchange Traded Funds’, or ETFs
What is pension tax relief?
Pension tax relief can seem like an alien concept, but it pays to understand what it is and how you can make the most of it, up to certain limits.
Changes to pension access
Following our article in October, where we advised that the State Pension had officially increased to age 66, we wanted to take this opportunity to position further changes announced around private pension access – that were shared in September.
Introduction to active and passive investment management
A tracker fund is a simple way of investing your money in company shares, bonds, and other assets.
Make a financial plan for your family
Starting a family is undeniably, a life changing event. Every aspect of life will change, as you know it, and this means that your financial priorities will too. Children have a unique way of draining your energy, and indeed, your finances. Luckily, there are ways to plan for this.