Stephen has approaching two decades experience advising clients within the financial services industry and has held successful positions in both restricted and independent advice roles during this time. He joined Lovewell Blake Financial Planning Limited in early 2013, having already built a successful career with other financial services companies.
He 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, his advice and expertise focuses 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.
Stephen is a member of the Chartered Insurance Institute and Personal Finance Society and is qualified to Diploma level. He is continuing his studies with an aim to achieve 'Chartered' status in the future.
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