Re: Lovewell Blake
11/02/2019 - Lovewell Blake
Lovewell Blake Financial Planning, which operates out of offices in Norfolk, Suffolk and Cambridgeshire, was placed 17th nationally by the leading national financial newspaper in the list of what it calls ‘a snapshot of some of the very best intermediaries working in the UK today’.
The publication looked at a range of factors when compiling the list, from firms’ growth rates, experience, how it manages assets, advisers’ qualifications, and retention of investors’ funds. It also focussed heavily on client care. The publication said, “We have considered a range of factors because the quality of a business isn’t reflected just by how much new funds it is bringing in.”
Graham Walker, Director at Lovewell Blake Financial Planning, said, “The FT table differs from others based purely on size because it ranks firms by looking at other factors which are key to investors seeking the best firm to assist them with their finances.
“It is particularly pleasing to be ranked in the top 20 nationally on these criteria. It is a powerful endorsement of our approach of taking the time to understand clients’ needs and aspirations before proposing a plan that will help them meet, or exceed them.”
Lovewell Blake Financial Planning Limited offers independent financial planning advice to both individuals and business owners in Norfolk, Suffolk and Cambridgeshire.
Photo: Pictured is Graham Walker (left) and Robin Carnaby (right). Credit goes to Newman Associates PR