Lovewell Blake Financial Planning

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

We have grown into one of the largest teams of independent financial advisers in East Anglia, and currently look after over half a billion of our clients’ investments and pension funds.

Working closely with our accountancy colleagues means that we are able to offer you integrated financial and tax planning solutions.

Our experienced team of financial advisers provide financial planning that extends beyond financial advice and encompasses investment management and tax planning, taking a comprehensive view of our clients’ needs and aspirations, to assist them in achieving their current, and future objectives.

We will often work with several generations of a family, as well as businesses, offering our expertise in all areas of financial planning themes such as:

Protecting you or your loved ones
Retirement planning
Tax efficient Savings and Investments
Financial planning for the Ethical Investor
Inheritance Tax Planning
Protecting your business and key personnel
Workplace pensions

Advising Norfolk and Suffolk.

We have advisers available at each of our offices, so no matter where you are based, one of our team will be able to meet you either at your home or local office, and talk through your needs.

Our clients have access to a Personal Finance Portal, which can provide 24/7 online access.