Our next event

HR masterclass: Navigating the National Minimum Wage (4 July 2019)

July 2019
View details

Our next event

HR masterclass: Navigating the National Minimum Wage (4 July 2019)

July 2019
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.

Many of our investors want to feel that they are 'doing their bit' for society and the environment and investing in an ethical portfolio helps them to achieve this.


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 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.

Independence is important, since, following the 1986 Financial Services Act, only authorised Independent Financial Advisers (IFAs) have been able to recommend products from the entire range available on the market. The alternative to this is the restricted advice offering a choice from a very narrow range of products and services.
Call us on 01603 619620        Email us

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Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 
"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

National Volunteers' Week - Why should it matter for employers?
Vicky Webber, HR Consultant

4 June 2019
This week is National Volunteers’ week – a chance for organisations and charities to celebrate and say thank you to the millions of volunteers across the UK who support them, but why should it matter to you as an employer?
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Mary Schofield, tax partner at Norwich accountants Lovewell Blake

Taxes made easy
Marketing team

31 May 2019
We're pleased to share our latest guide with you that includes a few suggestions for ways in which you can save money on your personal tax bill. It also gives details of some recent changes which may be of interest to you and your business.
Read More

See all our news

Events

Stock without the spreadsheets
19 November 2019
Join our Xero experts and learn how to manage your stock easily, accurately and effectively with these online solutions.
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Get paid on time
15 October 2019
If you are interested in receiving your money earlier our Xero experts can show you some tools to chase and collect sales invoices sooner and easier.
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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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