Specialist Independent Advisers based in East Anglia

Lovewell Blake Financial Planning Limited

About Us

Achieving your financial goals

Lovewell Blake Financial Planning Limited is devoted to understanding your needs. We will discuss your objectives and identify the levels of risk that you are prepared to adopt to achieve them.

For example, do you prefer to invest your money in secure investments which provide a steady but guaranteed rate of return? Or do you prefer to invest in more volatile products where the return could potentially be much higher but equally may decline in value?

Following an initial meeting we will identify the solutions most appropriate to your needs, selecting products and providers approved by our own extensive research.

We will then produce a written document that sets our recommendations and provides supporting product literature.  We will discuss the recommendations in more detail at a further meeting, ensuring we have accurately interpreted your needs and objectives. If you decide to proceed, we will take care of all the necessary paperwork and arrange a review date.