fig news

FT rates East Anglian firm in top 20 financial planners in the UK

An East Anglian firm of financial planners has been named as one of the UK’s Top 20 financial advisers by the Financial Times.

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.

Please do contact us if you have any queries.

other news from fig

A discounted subscription offer for Investment Life & Pensions Moneyfacts Magazine

March 18, 2019

We’re offering Financial Industry Group (fig) members the chance to subscribe to our industry-leading publication – Investment Life & Pensions Moneyfacts Magazine.

MIGSOLV Helps To Protect Businesses Against Tomorrow’s Cyber Threats

March 18, 2019

Cloud, connectivity and data centre specialists MIGSOLV have partnered with leading cyber security providers Charterhouse Voice & Data to offer an innovative way to protect against current and future threats.

Warning that technology cannot replace human support, as big four accountancy firm abandons UK small business accounting service

March 12, 2019

Technology can only work alongside face-to-face advice, warns local expert

see all news