Our next event

Trainee insight evening 30 October 2018

October 2018
View details

Our next event

Trainee insight evening 30 October 2018

October 2018
View details

Private client

Independent financial advice Norfolk, Suffolk, Cambridgeshire

Financial Planning

Investment advice and planning tailor made for you.

Unlike many investment advisers who have a limited number of off-the-peg solutions, our financial planning team has the knowledge and expertise to compile a bespoke portfolio, designed to meet your specific needs and goals.

We will review your investments regularly to ensure the various funds continue to meet our very high standards. Change is inevitable, so we will make sure to keep in touch with advice when changes in market conditions could affect your portfolio.

Your comprehensive financial planning service will include:

  • portfolio construction and monitoring
  • regular meetings with your adviser
  • tax planning
  • interaction between tax specialists and financial advisers to maximise the tax efficiency of your investments
  • retirement planning
  • protection insurance


Due to the close working relationship between our financial planning and tax teams we are also able to help you complete your self-assessment tax returns.

Knowing what you want in both the short and long term helps us to deliver a service designed around helping you achieve those goals. We will help you to keep your financial affairs in good shape at all times.

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


IFA logo
Call us on 01603 619620       

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Financial Planning
Financial Planning
Download
"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

Farm businesses risk being left behind if they don't embrace online marketplaces, says industry expert
Marketing Team

20 October 2018
Farmers are missing out on the benefits of online marketplaces because agricultural markets haven’t kept pace with digital development – that was the message given to around 60 Norfolk and Suffolk farmers at a joint Lovewell Blake and Suffolk Coastal NFU event this week.
Read More

Rising Norfolk football team receives financial boost with announcement of new kit sponsor
Marketing Team

8 October 2018
Bradwell-based Anglian Combination side AC Mill Lane has a new name on its shirts for the new football season, after chartered accountants, business advisers and financial planners Lovewell Blake stepped in to become the first team’s kit sponsor.
Read More

See all our news

Events

December Farmers Evening
5 December 2018
The next Farmers’ Evening takes place on 5 December, when John Theobald of Rattlerow will look at genetics and other ‘go forward’ elements of pig production. Details to follow
Read More

Brexit, bees and the brown stuff
28 November 2018
Join us for an evening of engaging presentations in partnership with the UEA, focusing on agriculture in the UK.
Read More

HR masterclass: Retention, engagement and wellbeing (27 November)
27 November 2018
Many businesses are facing skills shortages and recruitment challenges, proving that there is no time like the present to focus on retention, engagement and wellbeing to ensure you keep hold...
Read More