My role
I am a Director of Financial Planning, primarily based in our Great Yarmouth office, though I also serve clients throughout East Anglia and the UK. With over 20 years of experience in the industry, I have developed extensive knowledge and expertise, enabling me to assist my clients in achieving their financial goals. I am able to offer advice on a number of services including:
Pensions: Helping clients plan for a secure retirement by advising on various pension schemes, including personal pensions, workplace pensions, and self-invested personal pensions (SIPPs).
Investments: Providing tailored investment strategies to grow and protect wealth, taking into account individual risk tolerance and financial objectives.
Life Protection: Offering life insurance and protection plans to ensure financial security for clients and their families in the event of unforeseen circumstances.
Retirement advice: Tailored advice set on your own cash flow modelling priorities and goals
Inheritance tax advice: Offering expert advice on ways to reduce tax and keep wealth in your family
About me
I live just a short walk from the beach in Caister-on-Sea, and my two children keep me busy on weekends! When I have some free time and enjoy catching up with friends and family.
My sectors and specialisms
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Investment Planning for growth and income
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Business Protection
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Retirement planning
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Life cover and protecting your family
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Inheritance Tax and Estate Planning
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Ethical Investments
Speak to me about
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Pensions contributions and reviews
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Annual Allowance, Lifetime Allowance and pension input issues
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ISAs, Collectives and Investments Bonds
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Venture Capital Trusts (VCTs)
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Income Protection
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Gifting, Trusts and Enterprise Investment Schemes (EIS)
Latest Articles
What pension reforms could the chancellor be considering in her first budget?
Scott Hansell of Lovewell Blake Financial Planning outlines some of the possible pension reform options open to The Chancellor as she prepares her first Budget.
Thousands of young people could have £2,212 sitting unclaimed in their Child Trust Fund account
According to HMRC, more than 670,000 young adults aged between 18 and 22 are yet to claim their Child Trust Fund worth an average of £2,212.
Could you be missing out on State Pension payments?
Thousands of people are missing Home Responsibilities Protection from their NI record.
Investment market unflustered despite political change
Despite political uncertainty at home and abroad, the investment market remains remarkably unflustered, says Scott Hansell of Lovewell Blake Financial Planning.
Why asset diversification matters for investors
In the world of finance and investment, the concept of portfolio diversification plays a pivotal role. It is a strategy that forms the bedrock of prudent financial management and is often touted as one of the most effective ways to manage risk and maximise returns. In this article, we'll delve into the significance of portfolio diversification, the advantages it offers, and how a well-managed portfolio ensures a diversified set of investments.
Overcome those investment jitters to take advantage of a good time to invest
Being nervous about market volatility shouldn’t be a reason not to invest, says.
Personal cashflow - Taking the whole life view
The final part of our personal cashflow series looks at how the cashflow modelling tool is a robust way of predicting the impact of each financial decision.
Cashflow - Time to retire
In the first three parts we have introduced the concept of personal cashflow planning, and seen how it has helped Joe and his wife Jessie face unforeseen events, pay for their son Johnnie’s education, and stay on track for a comfortable retirement. In this part we see how the online planning tool can help them achieve that goal.
Cashflow - Joe, Jessie and Johnnie
In parts one and two, we saw the value of personal cashflow planning for our case study, Joe. In this part, we find him married with a baby.
Cashflow - Facing up to the consequence of illness
In part one, we looked at the concept of personal cashflow planning, and how it can help people map out their financial futures In this part, we look at what happens when an unforeseen event disrupts the plan.
Cashflow - It's not just for business
The rise of personal cashflow planning
Employer pension contributions – an extremely efficient way of withdrawing cash from your business
For owner-managers of incorporated businesses, making employer pension contributions can be an extremely tax-efficient way of withdrawing cash from a business, says Scott Hansellof Lovewell Blake Financial Planning.
More investors looking at benefits of EIS and VCT investing
A growing number of investors are seeking ways to invest tax-efficiently in places other than their pensions and ISAs, usually because they have already fully used their ISA allowances, and significant pension contributions have compounded over the years.
The additional benefits of EIS and VCT investing
A growing number of investors are seeking ways to invest tax-efficiently other than through their pensions and Individual Savings Accounts (ISA). The reason being that those investors have fully used their ISA allowances and have significant pension contributions have compounded over the years. Pensions have a tax-efficient lifetime allowance, above which clients question why they should keep adding if they are going to get taxed later at a higher rate!
When can I retire?
The simple answer is that you can retire when you have adequate wealth to do so.