Lovewell Blake Financial Planning Limited offers independent financial planning advice to both individuals and business owners in Norfolk, Suffolk and Cambridgeshire.
We have grown into one of the largest teams of independent financial advisers in East Anglia, and currently look after over £400million of our clients’ investments and pension funds.
Working closely with our accountancy colleagues means that we are able to offer you integrated financial and tax planning solutions.
Our experienced team of financial advisers provide financial planning that extends beyond financial advice and encompasses investment management and tax planning, taking a comprehensive view of our clients’ needs and aspirations, to assist them in achieving their current, and future objectives.
We will often work with several generations of a family, as well as businesses offering our expertise in all areas of financial planning themes such as: -
- Protecting you or your loved ones
- Retirement planning
- Tax efficient Savings and Investments
- Financial planning for the Ethical Investor
- Inheritance Tax Planning
- Protecting your business and key personnel
- Workplace pensions
In 2020, we attained the ‘Pension Transfer Gold Standard’ award. This award is industry recognised and a further endorsement of our robust measures, and best practices for pension transfer advice.
For two consecutive years, we have been rated by the Financial Times, as one of the top 100 Financial Planners, in the UK.
Advising Norfolk, Suffolk and Cambridgeshire
We have advisers available at each of our offices, so no matter where you are based, one of our team will be able to meet you, either at your home or local office, and talk through your needs.