My role
I am a Director of Financial Planning and I am responsible for our teams of Consultants and Paraplanners. Based in our Norwich office, my role encompasses various different aspects of the business as well as the general management of those teams. It also includes client engagement, compliance, training and development, business development and relationships with external providers.
About me
I hold the Financial Services Level 4 Diploma as well as a further Diploma in business studies. I have worked in the industry for over 30 years', the majority of my time spent in a management position, both in Banc assurance and IFA roles. I am married with two grown-up daughters and I am a Grandad. I enjoy gardening, DIY and love watching movies.
My sectors and specialisms
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Client engagement
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Compliance
Speak to me about
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Training and development
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Business development
Latest Articles
‘A step in the right direction’ towards monitoring the performance of workplace pensions
Stephen Metcalf of Lovewell Blake Financial Planning welcomes a new FCA framework which will assess the performance of workplace defined contribution pension schemes.
‘All you need to know about pensions in 20 minutes’: financial planning firm offers free online webinars as part of pension awareness week
One-to-one pension review appointments also on offer.
Leading Financial Planning firm offers pension guidance sessions as part of Pension Awareness week
A leading firm of financial planners is giving people the chance to take a closer look at their retirement plans as part of Pension Awareness Week, which runs from 9th-13th September.
Is it time to simplify your financial life?
Consolidating your investments with one adviser or financial manager brings a number of advantages, says Stephen Metcalf of Lovewell Blake Financial Planning.
Everything you need to know about workplace pensions
Workplace pensions are a crucial aspect of financial planning in the United Kingdom, providing individuals with a means to secure their financial future during retirement. For employers and employees alike, understanding how workplace pensions work is essential. In this article, we will provide you with a comprehensive overview of workplace pensions, answering common questions and addressing key topics related to employers' and employees' pension contributions.
Required retirement income study should focus all our minds on pension saving
Two newly-published reports are focussing minds on how much we all need to save for retirement, says Stephen Metcalf of Lovewell Blake Financial Planning.
Good Money Week 2023
We are living in a world where it is not unusual for both individuals and groups to actively look for ways to reduce our impact on the environment. For example, ‘Just Stop Oil’ has carried out a series of high-profile protests, including recently disrupting play at Wimbledon and Lords.
Doing our duty on behalf of the consumer
New regulations mean that financial services firms have had to review everything they do, says Stephen Metcalf of Lovewell Blake Financial Planning.
Billions in lost pensions
National Pension Tracing Day, 30th October 2022.
The new State Pension – buy now while stocks last?
For most, the State Pension forms the foundation of their retirement planning.