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 protections, retirement planning, inheritance tax planning for private clients and business owners in Norfolk, Suffolk and Cambridgeshire.
I have over 30 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 the Chartered Insurance and Personal Finance Society. Outside of work, I enjoy dancing, modern and jive 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
- Retirement planning
- Inheritance Tax and Estate Planning
Speak to me about
- Pension contributions and reviews
- ISAs, Collectives, Investment Bonds and Venture Capital Trusts (VCTs)