Lovewell Blake Financial Planning
Norfolk and Suffolk's oldest-named firm, managing over £500m in client assets
Bankside 300, Peachman Way, Broadland Business Park, Norwich NR7 0LB; also Great Yarmouth, Bury St Edmunds, Halesworth
About Lovewell Blake Financial Planning
Lovewell Blake Financial Planning Limited is the independent financial planning arm of Lovewell Blake LLP, a firm of chartered accountants and financial planners founded in 1858 — the oldest accountancy practice in the UK to have retained its original name. The financial planning business is authorised and regulated by the FCA (FRN 190079) and delivers holistic financial advice from offices in Norwich, Great Yarmouth, Bury St Edmunds and Halesworth. The firm manages over £500 million of client assets and serves more than 10,000 businesses, private and charitable clients across East Anglia. Services span retirement and pension planning, investment management, ethical investing, inheritance tax planning, business protection, workplace pensions and cash flow modelling. The firm was awarded the Pension Transfer Gold Standard in 2020 and has appeared in the Financial Times top-100 Financial Planners list for three consecutive years. Lovewell Blake is a member of HLB International, a global network of advisory firms across 155 countries, and its integrated approach — with financial planners working alongside chartered accountants and tax advisers — provides clients with joined-up advice that few regional competitors can replicate.
Why Lovewell Blake Financial Planning?
- ✓The oldest accountancy practice in the UK retaining its original name, trading continuously since 1858
- ✓Financial planning arm manages over £500 million of client assets across Norfolk and Suffolk
- ✓Financial Times top-100 Financial Planners ranking for three consecutive years
- ✓Pension Transfer Gold Standard awarded in 2020 for best-practice pension transfer advice standards
- ✓Integrated model: financial planners work directly alongside in-house accountants and tax advisers
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