Our next event

Building brilliance in business: PR and the media

June 2018
View details

Our next event

Building brilliance in business: PR and the media

June 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       

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Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Financial Planning
Financial Planning
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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

Lovewell Blake named in national list of 100 employers for school and college leavers
Marketing Team

15 June 2018
Only Norfolk employer featured; ranked in top ten nationally in its sector A Norfolk firm with an industry-leading reputation for its apprenticeship and graduate schemes has been named one of the top 100 UK employers for school and college leavers for the second year in a row.
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Turkey Ball provides £13,000 boost to Norfolk bereavement charity
Marketing Team

8 June 2018
Norfolk’s children’s and young people’s bereavement support charity Nelson’s Journey has received a £13,000 boost following a hugely successful ‘Turkey Ball’ organised by Great Yarmouth Round Table earlier in the year.
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See all our news

Events

Building brilliance in business: Cyber security
19 July 2018
In our sixth masterclass for business owners and managers looking to enhance their skills we will hear from Joseph Cooksey, Digital Engagement Manager from Barclays. Joseph will guide you through...
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Retirement planning workshop (5 July 2018)
5 July 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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Building brilliance in business: PR and the media
21 June 2018
At the fifth in our series of masterclasses for business owners and managers looking to enhance their skills we will hear from Andy Newman of Newman Associates on PR and...
Read More