Jonathan Matchett

Financial Adviser

My role 

I am an independent Financial Adviser and I am based in the Norwich office of Lovewell Blake. I am able to advise on a number of areas of financial planning including pensions transfers and retirement planning. 

About me 

I have worked in the financial services industry since the late 1990's. I am a member of the Chartered Insurance Institute and am qualified to Diploma level. I am continuing my studies and working towards achieving 'Chartered' status in the near future. I have lived in Norwich all of my life, and I currently live on the outskirts with my partner and two children. I like spending time with family and friends and also enjoy cycling.

My sectors and specialisms

  • Investment Planning for growth and income
  • Business protection
  • Retirement planning
  • Life cover and protecting your family
  • Inheritance Tax and Estate planning
  • NHS Pension scheme
  • Ethical Investments

Speak to me about

  • Pension contributions and reviews
  • Annual Allowance, Lifetime Allowance and Pension input issues
  • ISA, Collectives and Investment Bonds
  • Venture Captial Trusts (VCTs)
  • Mortgage Protection
  • Income Protection
  • Gifting, Trusts and Enterprise Investment Schemes (EIS)

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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