Our next event

Trainee insight evening 9 October 2018

October 2018
View details

Our next event

Trainee insight evening 9 October 2018

October 2018
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

 
"Lovewell Blake help us with much more than just the year end accounts and tax. They facilitated a valuable strategic planning exercise for us and also provide independent input at board meetings, ensuring these remain business focussed."
 
 

News

Accountants to step out to support local community groups
Marketing team

25 September 2018
Staff from a regional firm of chartered accountants, along with family, friends and dogs, will be stepping out for charity later this month, on a ten mile coastal sponsored walk.
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Gary Flatt and Mel Wright of Lovewell Blake celebrate the 10th anniversary of the LB150 Fund which has broken through the 250000 mark

Local community fund celebrates tenth anniversary and breaks through £250,000 mark
Marketing Team

20 September 2018
Local community organisations invited to bid for share of cash windfall. A community fund set up by a regional firm of chartered accountants has opened its tenth annual grants round – and announced that this year’s fundraising has taken the amount raised during that decade past the £250,000 mark.
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See all our news

Events

Trainee insight evening 30 October 2018
30 October 2018
We are pleased to offer you a unique opportunity to gain an insight into life as a Lovewell Blake trainee. Book your place to join us on Tuesday 30 October...
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Creating and preserving your wealth: Inheritance tax and wealth management seminar
24 October 2018
Join our tax and financial planning specialists as they explain how to structure your affairs to minimise inheritance tax, and look at ways to help you build a tax efficient...
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October Farmers Evening
17 October 2018
We are delighted to invite you to join us at our upcoming farmers evening, held jointly with Suffolk Coastal NFU.
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