Specialist Independent Advisers based in East Anglia

Lovewell Blake Financial Planning Limited

The Lovewell Blake Experience

Our Values

We aim to provide the best bespoke advice, so you benefit from the best contracts and the top performing funds. We are committed to offering the highest possible standard of service in line with the Financial Services Authority’s initiative ‘Treating Customers Fairly’.

We recognise that both our clients and ourselves have everything to gain if we look after our clients’ best interests and treat them fairly in all our dealings.

Our Service

There are countless contracts and many thousands of funds available in the UK ……. so how do you know which are the best for you?

Our extensive research identifies contracts that we feel would be suited to individual clients.

To be part of our ‘LBFP Fund Panel’ funds must satisfy our strict criteria providing the top performance and best charging structure.

How our service works

Our financial advice service is clear and straightforward. You will understand how the service works before you ask us to act on your behalf.

1 Our initial consultation is free with no obligation to proceed further. It enables us to explain our service and for you to gain an insight into our organisation and what we provide.

2 Should you then wish us to act for you, we will make ourselves familiar with your personal circumstances so we can provide the advice that will help you achieve your individual needs.

3 We will summarise our recommendations in a clear, easy-to-read, detailed report, confirming your objectives and how these can be achieved. The report is, of course, open to further discussion to decide the best way ahead.

4 We will help you complete all necessary forms, ensuring all your investments and contracts are correctly set up.

Ongoing support

Once any necessary investments have been placed, we will continue to stay in touch to maximise your returns through regular reviews. This will cater for any change in your circumstances and give you peace of mind that your finances remain on track.

Always on hand

We are always on hand to answer any general or specific questions you may have - whether a specific question about your portfolio or a more general one about investments.

Our consultants

Our consultants are highly qualified in their field; however, we feel all our staff need to offer more than just industry standard qualifications. We select our staff for their integrity, knowledge and experience – both our consultancy and administration teams are committed to provide the very best service.