My role
I am a Supervisor for Lovewell Blake Financial Planning, generally based between our Norwich and Lowestoft offices. I manage our ‘Review Team’, and we assist the advisers in providing a regular ongoing financial planning service to our clients.
About me
I have worked in the financial services industry since I started full-time employment in 2000. Having previously worked for a large multi-national employer, I joined Lovewell Blake Financial Planning in 2014. As well as studying for financial services qualifications, I also have a keen interest in HR, being an associate member of the CIPD. I have lived in Oulton Broad all of my life, and enjoy all things musical, be it writing, playing, listening, or going to many live performances.
Latest Articles

What is Inheritance Tax?
Many of us could be caught out by Inheritance Tax (IHT). Contrary to popular belief, you do not need to be mega-rich to owe HMRC a chunk of money when you die. I think most of us would prefer as much as possible to go to our loved ones, rather than HMRC.

Coronavirus and the markets, a year on
I don’t know how many of us thought that we’d still be adhering to so many restrictions after all this time, but here we are, over a year on and the pandemic is still having a big impact on all of us.

How have my investments performed during the pandemic?
In short, it depends where and how you are invested. Since the markets saw a dramatic fall in March, it has been a bit of a choppy ride in general.

How might the Coronavirus impact dividends and natural income?
Whether you are investing in funds purely for growth, or if your portfolio consists of funds which pay out a natural income to you, it is likely that dividends will play a big part in performance.