Our next event

Is your business up to date with HR and employment matters? (24 April 2018)

April 2018
View details

Our next event

Is your business up to date with HR and employment matters? (24 April 2018)

April 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
Financial Planning
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"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

Employment law updates: A brief overview April 2018
Helen Busfield, HR team

16 April 2018
As an employer it is vital that you keep up to date with changes in employment law. Typically, major statutory employment law updates are released bi-annually, in April and October. However, keeping abreast of case law development is important throughout the year. Preparing your organisation well in advance, before...
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Latest HR masterclass to bring employers up to speed with employment matters
Marketing Team

9 April 2018
Two free HR masterclasses taking place in Norwich and Lowestoft this month are aiming to bring employers up to date with the latest legislative and regulatory changes, following a raft of changes introduced at the start of the new financial year.
Read More

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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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...
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Retirement Planning Workshop 7 June 2018
7 June 2018
If you are approaching retirement you may be aware that there are a vast array of options available to you, as a result of the government’s pension freedom legislation. These...
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