I am approaching two decades experience advising clients within the financial services industry and have held successful positions in both restricted and independent advice roles during this time. I joined Lovewell Blake Financial Planning Limited in early 2013, having already built a successful career with other financial services companies.
I joined Lovewell Blake Financial Planning having left a national Building Society in favour of a progressive, independent financial adviser team, who genuinely put the customer at the heart of everything they do. From his base at our Norwich office, I advise on protection and trust issues, investments for growth and/or income, retirement and inheritance tax planning for corporate and private clients based in the Norwich and surrounding areas.
I am a member of the Chartered Insurance Institute and Personal Finance Society and am qualified to Diploma level. I am continuing my studies with an aim to achieve 'Chartered' status in the future.
What can I do for you?