CONTACT US

 Lakeside 500, Old Chapel Way,
Broadland Business Park,
Norwich NR7 0WG 
Tel: 
01603 431740
Fax: 01603 431802
enquiries@lovedayandpartners.com
 

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Loveday & Partners Limited is authorised and regulated by the Financial Conduct Authority. (FCA no. 601756)
The information contained within this website is subject to the regulatory regime and is therefore primarily targeted at consumers based in the UK.
Registered in England & Wales no. 08478415
Registered company Address: Lakeside 500, Old Chapel Way, Broadland Business Park, Norwich NR7 0WG

The Financial Ombudsman Service settles individual disputes between consumers and businesses that provide financial services. They resolve disputes fairly and impartially, and have the power to put things right.

 

To contact the Financial Ombudsman Service please visit https://www.financial-ombudsman.org.uk/

Our Services

We strive to create a successful investment experience for you.
  • Implementing and monitoring your investment ‘asset allocation’ aligned to your specific goals

  • Using a mix of domestic and international funds

  • Using short, medium and long term fixed interest securities as well as cash deposits to meet your income requirements

Our services cover all areas of investment management and financial planning including investments, tax planning, protection, pensions, wealth transfer and estate planning.

Investment planning

Using institutional grade, low cost asset class funds, we help optimise your investments, re-balancing and reporting regularly with face to face meetings to ensure that we are still on track to meet your objectives.

Pension planning

We help you select the right scheme for you depending on your needs and objectives. You may wish to invest in a particular asset class or simply to maximise tax-free cash and deliver the pension income you want.

Retirement planning

Retirement can mean many different things for different people. We work with you to create a plan to fund your retirement, that is designed to cater for your desired lifestyle.

Estate planning

We can help you to reduce your inheritance tax liability, through trusts and structured gifting programmes using many available allowances. Alternatively we can look to cover a potential inheritance tax liability using a life policy in trust for your beneficiaries

Long-term care planning

There are many options for funding long-term care and they can often be complicated to understand.  We have specialist expertise to help you with a strategy to fund the care you need.

Protection

Having established a Plan A in terms of your investment objectives, you may wish to have a Plan B to protect you and your family against the unforeseeable happening. We have access to the leading providers in the UK for such policies as life cover and critical illness cover.

Tax & structural planning

We help you ensure that your financial affairs are arranged in the most efficient way to reduce your tax liability.

Comprehensive financial planning

We record and confirm all the details of your financial life, including assets, liabilities, children, grandchildren, investments, other professional advisers and wills.

Consolidate & simplify your investments

You are able to hold your different investments and tax wrappers all in one consolidated account, such as your ISA, pension or capital investment bond.

 

On-line, up to date valuations

You are able to access your portfolio account on-line. The value of your holdings is updated on a daily basis.

Share dealing service*

Advice on stocks and shares. Selecting investments that will complement each other in a portfolio, whether they are equities or fixed rate bonds.

Who we work with

We are able to consider all aspects of your financial needs and the decisions we make are based on what is best for you … the individual client.

Our services cover all areas of investment management and financial planning including investments, tax planning, protection, pensions, wealth transfer and estate planning.

We believe that we offer our clients a unique approach to financial planning. Our service is designed to provide bespoke investment solutions for private investors and their families, trustees and business owners. Beyond financial planning, we work in partnership with trusted legal and tax practitioners in their specialist fields.

We are able to create an integrated team of professionals who work together with us, in order to help you achieve your long term financial priorities.

Inheritance tax planning, taxation and wills are not regulated by the Financial Conduct Authority
*We have previously performed as stockbrokers and can arrange for the sale and purchase of shares in nominee form via a third party Platform service. This is not however a full stockbroking service and we do not hold it out as such, but amounts to a share dealing service and means that we can advise and arrange transactions in relation to shares and debt instruments from a bespoke researched ‘buy and sell’ list provided by a reputable firm of Stockbrokers. The researched list is representative of available FTSE 100 equities, Investment Trusts and Debt instruments (such as gilts and corporate bonds). The researched list excludes smaller and mid-sized company stocks because of their specialist nature and increased exposure to risk that these would represent for clients. If you choose to deal without advice either within or outside of the researched list i.e. on an execution only basis, this will be at your own risk.
*You should make sure that you understand the risks before making any investment.
*Full details of the Platform Service Provider and firm of Stockbrokers we currently use for our share dealing services are available on request.
The value of investments and income from them may go down. You may not get back the original amount invested