Our next event

Making Tax Digital masterclass - Thetford

February 2019
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Our next event

Making Tax Digital masterclass - Thetford

February 2019
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.

Find out more about Lovewell Blake Financial Planning Limited here.

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       

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Financial Planning
Details of our financial planning services.
Download
"We have used Lovewell Blake for our business and personal accountancy needs for a number of years. We always receive a professional, efficient and helpful service and feel safe in the knowledge that our accounts are in order. We would recommend Lovewell Blake to any business and have done already."
 
 

News

Auto-enrolment: Tax relief for higher earners
Matthew Harrington

8 February 2019
As auto-enrolment has now been in place since 2012, many members of workplace pension schemes have been enrolled for a while, and allow the scheme to tick over without much additional input.
Read More

Managing sickness absence positively
Claire Moore

4 February 2019
Over recent years it has been noticed that the first Monday in February sees higher numbers of workers calling in sick than any other day of the year, thus earning it the title “national sickie day”. Statistics estimate a staggering 350,000 absences on this day alone, costing the UK economy...
Read More

See all our news

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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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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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Keep your cash flow flowing
17 September 2019
Join our Xero experts and learn the tools that can help to manage your cash flow effectively.
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