My role
I have recently joined Lovewell Blake Financial Planning in December 2024, to fulfil the opportunity of developing my career within the financial services sector. The prospect of working with clients to ensure their objectives are fulfilled, is something that excites me, helping both them and their loved ones achieve their goals. I advise on investments, retirement planning and protection for personal clients, as well as further assistance surrounding the protection planning for businesses and conducting the implementation or secondary market reviews of their workplace pension or group risk schemes. I am currently based in our Norwich and Bury St Edmunds offices.
About me
I attained my Diploma in Financial Planning while working within the industry, gaining valuable knowledge regarding both the servicing and technical knowledge, fundamental to providing a first-class service to both existing and prospective clients. I have great interest in fund analysis and keeping my finger on the pulse of what is driving financial markets, to then be able to relay this to my clients.
Outside of work, I’m an avid cyclist, so you may see me on the roads around North Norfolk or participating in a charity-based activity, with my next major one being swimming the channel in 2026.
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