My role
I am a Supervisor for Lovewell Blake Financial Planning, generally based between our Norwich and Great Yarmouth offices. I manage our ‘Review Team’, and we assist the advisers in providing a regular ongoing financial planning service to our clients.
About me
I have worked in the financial services industry since I started full-time employment in 2000. Having previously worked for a large multi-national employer, I joined Lovewell Blake Financial Planning in 2014. As well as studying for financial services qualifications, I also have a keen interest in HR, being an associate member of the CIPD. I have lived in Oulton Broad all of my life, and enjoy all things musical, be it writing, playing, listening, or going to many live performances.
Latest Articles
Keeping a level head during market turbulence
We are seeing a lot of negative headlines regarding the financial markets, and it is natural to worry about your investments; however, history tells us that it is better to stay invested during these times, and not to sell out.
What is Inheritance Tax?
Many of us could be caught out by Inheritance Tax (IHT). Contrary to popular belief, you do not need to be mega-rich to owe HMRC a chunk of money when you die. I think most of us would prefer as much as possible to go to our loved ones, rather than HMRC.