My role
I have twenty-five years’ experience as a Financial Adviser and I joined Lovewell Blake Financial Planning Limited in early 2013, having already built a successful career with other financial services companies. Having left a national Building Society in favour of a progressive, independent financial adviser team, who genuinely put the customer at the heart of everything they do. I am based at our Norwich office, and I advise on all aspects of financial planning including investments, protection, retirement planning and inheritance tax planning for private clients and business owners in Norfolk and surrounding areas.
About me
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 Institute 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
Could the rise in interest rates force you into completing a self-assessment tax return?
How could the changes affect you.
The perfect Christmas gift for a child: a pension
Don’t be retiring when it comes to choosing a present for the children in your family, says Stephen Cameron of Lovewell Blake Financial Planning.
10 things to do once you are retired
Yesterday, you were busy working and today you are retired, what’s next?
Early Retirement Made More Difficult from 2028
In November 2018, the UK State Pension age was 65 for men and women. However, this has been gradually increasing and when you receive your State Pension now, depends on when you were born. Therefore, State Pension age for all men and women will reach age 67 by 2028.