My role
I joined Lovewell Blake Financial Planning in 2013 and I am based in the Norwich office. I advise on all aspects of financial planning including, investments for growth and/or income retirement planning, inheritance tax planning for private clients and business owners in Norfolk, Suffolk and Cambridgeshire.
About me
I have over 20 years' experience as a Financial Adviser and I am Diploma qualified, hold a current Statement of Professional Standing, as well as being a registered Adviser with the Financial Conduct Authority and a member of the Chartered Insurance and Personal Finance Society. Outside of work, I enjoy Modern Jive dancing and I am a Grand Prix enthusiast and a big Lewis Hamilton fan. I enjoy travelling to other countries for holidays and sometimes for dancing! I have a son who lives and works in Australia and a daughter who lives and works in London.
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
- Ethical Investments
Speak to me about
- Pension contributions and reviews
- Annual Allowance, Lifetime Allowance and Pension input issues
- ISAs, Collectives and Investments Bonds
- Venture Capital Trusts (VCTs)
- Mortgage Protection and Income Protection
- Gifting, Trusts and Enterprise Investments Schemes (EIS)
Latest Articles

How to make your savings work harder for you in a low interest rate environment?
As we enter a new tax year, many people will be wondering how they can make their savings work harder for them, with interest rates at historically low levels.

Inheritance tax rules for married couples and civil partners
Without careful financial planning, you may find that much of the wealth you spent your lifetime creating may be taken in tax rather than being passed to your loved ones.

10 things to do once you are retired
Yesterday, you were busy working and today you are retired, what’s next?