Our next event

Retirement Planning Workshop (10 Sept 2019)

September 2019
View details

Our next event

Retirement Planning Workshop (10 Sept 2019)

September 2019
View details

Private client


Our job is to protect your interests and simplify your financial affairs so you can get on with the business of living life.

Our team of private client specialists work together to provide you with a bespoke service, looking after all areas of your financial affairs. This includes, but is not limited to personal tax, financial planning and cash flow modelling.

We’ll help you plan for the future and manage your wealth for both the long and the short term. Our team of financial advisers are on hand to help you maximise your investments and plan for a happy and financially secure retirement and beyond.
At the same time our tax consultants will ensure you meet your financial obligations by helping you file your tax returns, whilst helping you provide for your family in the longer term with careful tax planning.

You can relax in the knowledge your tax and financial affairs are constantly being monitored by experts who understand both your personal circumstances and your financial objectives.

Traditionally tax advice has been provided by an accountant whilst a financial adviser has given investment guidance. We believe that working together and delivering a combined strategy will give you the greatest benefit.

Find out more about our values.

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 
"Simon has given my company and personal accounts superb support and excellent professional service over the last ten years. We have had excellent service in all matters relating to tax and accounts and we will remain with the company for a long time coming - highly recommended."
 
 

News

Liz Hill and Rob Geary discuss the domestic reverse charge for construction businesses

VAT alert: Domestic reverse charge on building and construction services
Rob Geary and Liz Hill

18 July 2019
From 1 October 2019, if your VAT-registered business provides construction services to another business you will no longer need to charge them VAT. This is because your customer will need to account for it under the new domestic reverse charge.
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Reepham Festival director Steve Jenkins (left) with Chris Solt of Festival sponsor Lovewell Blake.

Lovewell Blake to support Reepham Festival for fourth year running
Marketing Team

15 July 2019
One of Norfolk’s biggest music festivals has welcomed back a major sponsor for the fourth year in a row, as chartered accountants and financial planners Lovewell Blake are once again revealed as the Church Stage sponsor at the Reepham Festival, which takes place from 9 – 11 August.
Read More

See all our news

Events

Retirement Planning Workshop (10 Oct 2019)
10 October 2019
If you are approaching retirement you may be aware that there is a vast array of options available to you, as a result of the government’s pension freedom legislation. These...
Read More

Retirement Planning Workshop (8 October 2019)
8 October 2019
If you are approaching retirement you may be aware that there is a vast array of options available to you, as a result of the government’s pension freedom legislation. These...
Read More

Retirement Planning Workshop (24 Sept 2019)
24 September 2019
If you are approaching retirement you may be aware that there is a vast array of options available to you, as a result of the government’s pension freedom legislation. These...
Read More