Our next event

Halesworth Farmers' Evening

February 2020
View details

Our next event

Halesworth Farmers' Evening

February 2020
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

 
"We have used Lovewell Blake for our business and personal accountancy needs for a number of years. We always receive a professional, efficient and helpful service and feel safe in the knowledge that our accounts are in order. We would recommend Lovewell Blake to any business and have done already."
 
 

News

Basic financial planning
Andrew Spaxman

20 January 2020
With an expensive holiday season now over, it is time to consider what the new priorities for your money should be.
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Accountancy firm creates sector-leading specialist healthcare team
Marketing Team

16 January 2020
Chartered accountants and financial planners Lovewell Blake has announced the creation of a specialist healthcare accountancy team with the merger of its long-established and nationally-regarded dental and medical specialisms.
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See all our news

Events

Spring Budget Update 2020 - Halesworth
18 March 2020
Following the announcement by the Chancellor of the Exchequer Sajid Javid, we will be holding our Spring Budget Update breakfast seminar on Wednesday 18 March 2020 in Halesworth. We...
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Spring Budget Update 2020
13 March 2020
Following the announcement by the Chancellor of the Exchequer Sajid Javid, we will be holding our Spring Budget Update breakfast seminar on Friday 13 March 2020.
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Retirement Planning workshop (10 March)
10 March 2020
If you are considering what retirement actual could look like for you, or you are a business owner and have employees that are close to considering their retirement options, we...
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