My role
I joined the firm in 2001 and I am a Manager for Lovewell Blake Financial Planning Limited, where I undertake a number of supporting roles including; new business, review, compliance and development of our administration teams. I predominately work from our Norwich office but regularly travel to our other offices across the region to support the administration teams.
About me
I have over 35 years’ experience in the financial services sector which includes working for two UK leading insurance companies. I am married with two children and in my spare time, I enjoy restoring our farmhouse, running, cooking, keeping fit and of course, shopping!
My sectors and specialisms
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Financial Planning
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Compliance and Development
Speak to me about
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New business
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Reviewing
Latest Articles
Did you know: that only about 12% of UK adults have Critical Illness insurance and yet statistically, 1 in 3 of us are likely to suffer a serious condition?
If you become seriously ill, the very last thing you want are financial worries.
Seven financial things you should be doing when you get a new job
Starting the year with a new job? It’s a great time to be reviewing your personal finances, says Trazer Farnese of Lovewell Blake Financial Planning.
How can you teach teens about money?
It’s never too early to start teaching young people about money, says Trazer Farnese of Lovewell Blake Financial Planning.