My role
I am a Paraplanner based in our Norwich office. I provide analysis to the advisers in the firm, on client recommendations which include pension provision and inheritance tax planning.
About me
I joined Lovewell Blake Financial Planning in January 2015, having previously worked in the financial services industry for Aviva. Since joining, I have progressed from an administrator to a paraplanner, having completed exams to attain level 4 qualification and I am continuing my studies to become chartered, helping to increase my knowledge to assist with my day to day role. I have lived in Norfolk for the majority of my life, apart from when I attended Staffordshire University, completing a degree in Human Biology. I play a lot of recreational sport in my spare time, namely cricket during the summer for Acle Cricket Club.
Latest Articles
Is orange the new green? For investors, not yet
High-profile protests by Just Stop Oil activists are making the headlines – but are they influencing investors, asks Andrew Spaxman of Lovewell Blake Financial Planning.
It’s a fair COP(27): Climate summit is focussing investors’ minds
The COP27 summit in Egypt is making more investors think about the ethics of their portfolio, say Andrew Spaxman and Louise Daniels of Lovewell Blake Financial Planning.
Spring Budget – what opportunities does this bring?
Following the delivery of the Spring Budget on 3 March 2021, there is a good chance that people will have seen the limited changes as not affecting them a great deal; however, this could in fact have an effect both in the short, and long-term, on tax due.
Attitude to Risk Vs Capacity for loss
The difference between a perceived attitude to risk and actual capacity for loss can often be confused.