Our next event

Making the move to Xero

April 2019
View details

Our next event

Making the move to Xero

April 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
"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

NFU Deputy President to address latest farmers' evening
Marketing Team

15 April 2019
Local farmers will have the chance to hear from the deputy president of the NFU when he makes an appearance as guest speaker at the latest Lovewell Blake/Suffolk Coastal NFU Farmers’ Evening in Halesworth on Wednesday 24 April.
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Lovewell Blake partner Mark Proctor (right) with the firm's charities team

Lovewell Blake named top UK accountancy firm for services to charities
Marketing Team

25 March 2019
Lovewell Blake has been named as the top UK firm of chartered accountants for service to charities in a national survey which included all of the major national players.
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See all our news

Events

Stock without the spreadsheets
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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Get paid on time
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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