Our next event

COVID-19 - an update

March 2020
View details

Our next event

COVID-19 - an update

March 2020
View details

Private client

Investments

Investments

Our goal when it comes to your investments is getting the best return for you based on the level of risk that you are comfortable with.

Our knowledgeable Independent Financial Planning Advisers will work with you to establish an investment strategy that will deliver against your objectives, without exposing you to more risk than you want.


There are a range of investment vehicles open to you, and our team will work with you to find the best combination of these to work towards a secure financial future.

Lovewell Blake Financial Planning Limited is a firm of independent financial advisers authorised and regulated by the Financial Conduct Authority.
Call us on 01603 619620       

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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

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...
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Make a financial plan for your family
Ricky Banham

6 March 2020
Starting a family is undeniably, a life changing event. Every aspect of life will change, as you know it, and this means that your financial priorities will too. Children have a unique way of draining your energy, and indeed, your finances. Luckily, there are ways to plan for this.
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...
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