Our next event

Become a Xero expert

May 2019
View details

Our next event

Become a Xero expert

May 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

 
"I have used Lovewell Blake for my business and personal tax affairs for over 25 years and I have had no cause to question or complain about their professional attitude or execution of both my personal or business affairs."
 
 

News

Learning at work week
Claire Moore, HR Consultant

16 May 2019
The week of 13-19 May is Learning at work week. A week designed to raise awareness of the importance of continual learning in the workplace. As a firm of accountants we understand the benefits of lifelong learning better than many.
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LB tax, business and financial planning update - May 2019

LB tax, business and financial planning update
Marketing Team

15 May 2019
In this month's LB tax, business and financial planning update we bring you: Consultation on extension of IR35 rules 'Flexible extension' to Article 50 Government confirms implementation of pensions dashboards Latest guidance for employers Scottish air departure tax plans further delayed 'Springtime' tax scams target young people Please...
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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...
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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