Our next event

Building brilliance in business: Volcanoes, videos and visual storytelling

September 2018
View details

Our next event

Building brilliance in business: Volcanoes, videos and visual storytelling

September 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.


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Call us on 01603 619620       

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Financial Planning
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"Simon has given my company and personal accounts superb support and excellent professional service over the last ten years. We have had excellent service in all matters relating to tax and accounts and we will remain with the company for a long time coming - highly recommended."
 
 

News

Chris Solt representing Nowich accountants, Lovewell Blake, meets Steve Jenkins of the Reepham Festival to celebrate sponsorship

Lovewell Blake revealed as church stage sponsor at Reepham festival for the third year running
Marketing Team

23 July 2018
One of Norfolk’s largest music festivals has welcomed back a major sponsor for the third year in a row: accountants, business advisers and financial planners Lovewell Blake.
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Matthew Crawley with Lovewell Blake’s new Corporate Finance manager, Matt Sturman, who is based in the firm’s Norwich office

New Corporate Finance manager for Lovewell Blake
Marketing Team

9 July 2018
Accountants, business advisers and financial planners Lovewell Blake have appointed Matt Sturman a manager in the firm’s Corporate Finance department, which is responsible for handling mergers and acquisitions, company disposals, business valuations, financial modelling and due diligence.
Read More

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Events

Retirement planning workshop (13 November 2018)
13 November 2018
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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Retirement planning workshop (8 November 2018)
8 November 2018
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...
Read More

Building brilliance in business: Wellbeing in the workplace
8 November 2018
In our eighth masterclass for business owners and managers looking to enhance their skills we will turn our thoughts to wellbeing in the workplace.
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