My role
I am a manager within Lovewell Blake Financial Planning and I am responsible for our teams of Consultants and Paraplanners. Based in our Norwich office, my role encompasses various different aspects of the business as well as the general management of those teams. It also includes client engagement, compliance, training and development, business development and relationships with external providers.
About me
I hold the Financial Services Level 4 Diploma as well as a further Diploma in business studies. I have worked in the industry for over 30 years', the majority of my time spent in a management position, both in Banc assurance and IFA roles. I am married with two grown-up daughters and I am a Grandad. I enjoy gardening, DIY and love watching movies.
My sectors and specialisms
- Client engagement
- Compliance
Speak to me about
- Training and development
- Business development
Latest Articles
Good Money Week 2023
We are living in a world where it is not unusual for both individuals and groups to actively look for ways to reduce our impact on the environment. For example, ‘Just Stop Oil’ has carried out a series of high-profile protests, including recently disrupting play at Wimbledon and Lords.
Leading Financial Planning firm offers pension guidance sessions as part of Pension Awareness week
A leading firm of financial planners is giving people the chance to take a closer look at their retirement plans as part of Pension Awareness Week, which runs from 11th-15th September.
Doing our duty on behalf of the consumer
New regulations mean that financial services firms have had to review everything they do, says Stephen Metcalf of Lovewell Blake Financial Planning.
Billions in lost pensions
National Pension Tracing Day, 30th October 2022.
The new State Pension – buy now while stocks last?
For most, the State Pension forms the foundation of their retirement planning.