Our next event

Academies event: Maximising your income generation opportunities

February 2020
View details

Our next event

Academies event: Maximising your income generation opportunities

February 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

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Financial Planning and Wealth Management

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"Simon is extremely supportive I am impressed with the service, professionalism and his friendly approach. Simon's expert advice and guidance has helped me to move forward and I am now looking forward to develop my practice.

Unlike previous accountants that I worked with, he is always willing to go the extra mile and I can recommend him wholeheartedly."
 
 

News

Halesworth accountants help struggling families receive some christmas cheer
Marketing Team

10 December 2019
Struggling families in the Halesworth area will be enjoying a little extra Christmas cheer this festive season – thanks to the generosity of kind-hearted staff at a local firm of chartered accountants.
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Making sure gifts to employees are tax-free
Sadie Nicholls, Tax Team

5 December 2019
As we approach Christmas, some employers may wish to consider giving a small gift to their employees. As long as the employer meets the relevant conditions, no tax charge will arise for the gift recipient.
Read More

See all our news

Events

Academies event: Maximising your income generation opportunities
25 February 2020
Income generation is becoming an important part of the business of running a school or academy and with limited funds available now is the time to think outside of the...
Read More