I have over twenty years’ experience as a Financial Adviser 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. I am based at our Norwich office, and I advise on all aspects of financial planning including protection and trust issues, investments for growth and/or income, retirement and inheritance tax planning for both corporate and private clients in the Norwich and surrounding areas.
I am a registered Adviser with the Financial Conduct Authority as well as being a member of the Chartered Insurance Institute and Personal Finance Society and I hold an up to date Statement of Professional Standing.
What can I do for you?