Financial Planning

Our specialist Financial Planning team can advise and guide you through retirement planning and effective pensions and investment strategies.

Financial Planning

Lovewell Blake Financial Planning Limited offers independent financial planning advice to both individuals and business owners in Norfolk, Suffolk and Cambridgeshire.

Jump to our dedicated Financial Planning site


What is financial planning?

Financial Planning is about you, your loved ones, and your money. Think of financial planning like a personal trainer – helping you get financially in shape. Financial planning is about helping you make the most of your money, and ensuring you are in the best shape possible, so that you can achieve your objectives, both now and in the future.

What is a financial plan and what does it look like?

At Lovewell Blake Financial Planning, our financial planning service is designed to cover all of your financial requirements. We provide a comprehensive plan that covers your complete financial situation, and exhibits the essential steps required to achieve your objectives.

What is covered in a financial plan?

A financial plan is unique, and it is designed around your requirements. Typically, we focus on your most pressing, and important needs foremost. In terms of the scope of what is covered, we have provided a list of the key areas that will form part of your personal, financial plan.

  • Objective planning
  • Financial forecasting
  • Disaster planning
  • Financial budgeting
  • Emergency fund
  • Financial Protection
  • Tax planning
  • Saving and Investment planning
  • Retirement planning
  • Estate planning
  • Family financial planning

I am not sure what my objectives are – can you help me?

Yes. Some of our clients initially find it difficult to articulate what they want to achieve. We can help you ascertain what your objectives are.

How much does the initial meeting cost?

There is no charge for the initial meeting. We look forward to discussing your objectives and aspirations and helping you to determine if Lovewell Blake Financial Planning Limited is the best fit for you.

Do you charge VAT?

At the moment, Lovewell Blake Financial Planning Limited are not VAT registered – therefore VAT is not applicable.

Are you independent?

We are independent financial advisers. We can therefore offer recommendations to you from the whole of the market. Not only that, we are independently owned by Lovewell Blake, which means we have no outside interests influencing our decisions.

Do Lovewell Blake Financial Planning Limited hold my money?

No, we do not hold custody of any client assets.

Do Lovewell Blake Financial Planning Limited have an investment committee?

Our investment committee meets regularly to review the current investment landscape to determine if any changes need to be made to our Centralised Investment Proposition.

How and where can I meet you?

You can visit one of our offices (list), or the meeting can be held via conference/video meeting.

Can I access my portfolio online?

Not directly through a Lovewell Blake Financial Planning portal; however, most of the providers we deal with offer online functionality for investors to view their plans.

How are my assets covered under the Financial Services Compensation Scheme?

The Financial Services Compensation Scheme (FSCS) is the UK’s compensation fund of last resort for customers of authorised financial services firms. They may pay compensation if a firm is unable, or likely to be unable, to pay claims against it. This is usually because it has stopped trading, or been declared in default. A wide range of financial products and services such as deposits, investments, pensions, financial advice and insurance is covered.

Different compensation limits apply.

Further information about this compensation scheme arrangement is available from the FSCS website.

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.



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