Financial Planning | Lovewell Blake

Helping you secure your retirement

Our goal when it comes to your investments is getting the best return for you based on the level of risk that you are comfortable with

We can show you the best way to protect your most valuable assets, your life, health and income

We can help you and your employees plan for the future

At Lovewell Blake we take your ethics seriously.

Impartial advice based on the needs of you and your business

A cash flow model is a detailed picture of a clients’ assets, investments, debts, income and expenditure, which are projected forward, year by year, using assumed rates of growth, income, inflation, wage rises and interest rates.

Planning for the future is vital to ensure that you get the very best out of your retirement.

Maximise the value of your cash deposits

Donations are the lifeblood of most charities. But what happens when you start to build up reserves? How can these be used to help support the long-term goals of the charity?

These days, Inheritance Tax (IHT) isn’t just something that affects the wealthy; many of us can be caught out without realising it.

If you are an existing client, and you haven’t registered for our Personal Finance Portal, please do it now.

The Financial Ombudsman Service