Our next event

COVID-19 - an update

March 2020
View details

Our next event

COVID-19 - an update

March 2020
View details

Private client


Financial Planning for the Ethical investor

At Lovewell Blake we take your ethics seriously. We will endeavour to individually tailor your investments to suit both your financial objectives and ethical preferences.

As our lives have changed, so too have our ethical principles. Ethical and sustainable investing is now widely recognised as a valid choice for consumers and the number and type of ethical funds being offered has grown to reflect this.

It is not surprising that there has been this growth of interest amongst investors around wanting to actively respond to some of the challenges that the world faces.

Historically ethical investors have made choices on issues such as tobacco and fossil fuels or armaments and human rights, now the number of issues you can actively support, or avoid is much larger.
  • Do you wish to avoid investing in single-use plastics, or actively invest in green initiatives?
  • Do you care deeply about the protection of animals and their welfare?
  • Do you wish to make a positive impact with your investing?


There are a number of options open to you and our team of specialists are on-hand to talk you through how you can invest for more than a financial future.


Ethical Investing Proposition

Independent financial advice - when you need it most

Most of us seek financial security and freedom from financial worries, but seldom do we devote sufficient time to making important decisions. For many, the business of financial planning is a chore; others simply find it difficult to make the time available. Whatever the reason, there will undoubtedly be times in your life when you need to turn to expert financial advice which you can trust.

We have built our business as an Independent advisory service for over 20 years. Our advisers cover the whole of Norfolk and Suffolk and are able to meet you both in your local Lovewell Blake office or at your own home or office.

If you are considering planning for your future and require ethical pension, investment or protection advice, please call one of our team and we will be glad to help you.
Call us on 01603 619620        Email us

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

Protecting your loved ones
Scott Hansell

7 May 2020
Over the last few months, many of us have had the chance to reflect on our lifestyles and financial circumstances due to the Covid-19 pandemic.
Read More

The additional benefits of EIS and VCT investing
Sarah Edmunds

17 March 2020
You will often hear about the effectiveness of EIS and VCT investing in terms of Income Tax relief, Capital Gains Tax deferral and Inheritance Tax exemptions but what about the less tangible benefits of investing in this type of product? I am of course talking about the work being...
Read More

See all our news

Events

COVID-19 - an update
19 March 2020
We would like to reassure you that we are constantly reviewing the situation with regards to COVID-19. We are therefore currently suspending our scheduled events and we will continue to...
Read More