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

Are you aware of where all your pensions are?
Now the dust has settled on the Autumn Budget, we wanted to turn our attention to pensions and put to you - ‘do you know where all of your pensions are?’. If the answer to this question is no – it is never too late for a pension cleanse!

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.

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
Under the current ‘pension freedom’ rules, individuals over the age of 55 can access their pensions - how and when they choose to do so; however, the government has recently confirmed that this is set to rise to age 57, by 2028.

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.