CONTACT US

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

Client Login Area | Privacy Policy | Cookie PolicyBest Execution Policy

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 Team

Norfolk's premier firm for bespoke, whole of market investment advice.

Combining a hybrid service of both financial advice and share dealing*, we offer the most complete solution for all your individual investment needs. Please feel free to browse our website or contact us for a complimentary financial review

Mark Loveday

Mark has worked in financial services since 1998. Prior to this, he graduated from Southampton University and followed his ambition of playing professional rugby. Now, Mark enjoys working with his private clients, providing creative investment solutions to meet a variety of individual needs.

He specialises in helping clients to meet their income requirements in retirement and providing bespoke retirement planning. Outside of work, he is a passionate sportsman, enjoying cricket and rugby. He is married to Katie and has two young children.

Director & Chartered Financial Planner

Alex Cutts

Originally from Manchester, Alex eventually arrived in Norfolk via periods living in Peru, Tanzania and Edinburgh. Though he graduated with a first class degree in Fine Art, he had a long standing interest in the markets and subsequently took the natural step of training as an investment adviser. He values spending time with his clients, understanding their individual needs and helping them develop a tailored long term investment plan. He is married to Louisa and they have two young daughters, Lily and Lola. Outside work he enjoys reading, sport, playing the piano and DIY, though finds less and less time for any of them!

Director & Chartered Financial Planner

Deborah Bourassa

Deborah’s earlier career in the Fashion Industry took her all over the world and she started out in Financial Services in Canada in 2000 advising clients on Education Savings Plans. She returned to the UK in 2005, when she retrained as a Stockbroker and Financial Planner. Deborah loves advising clients on their long term financial needs, and is passionate about the need for professional retirement planning. Best of all she loves the personal contact with her clients and is committed to delivering the highest level of service. Outside work Deborah loves to spend time with her three daughters, family and friends and enjoying life in the Norfolk countryside.

Director & Financial Planner

Simon Loveday

Simon graduated from Staffordshire University with a top honours degree in Business Studies, comprising of Enterprise, Innovation and Communication. He enjoys his role of working with his clients to achieve their personal financial objectives and gets great satisfaction in providing a personal service to achieve client priorities. Outside of work, Simon enjoys family life in Thorpe St Andrew and taking his two young sons, Joshua and Benjamin to watch Norwich City.

Director & Financial Planner

Rafael Bravo-French

Rafael spent his early years living in Barcelona where he still has family & friends. He has been in financial services since 2006 and is qualified as both a financial planner and stockbroker. Rafa focuses primarily on the retirement planning of his clients and other local professionals, creating and monitoring appropriate strategies to meet a wide variety of individual goals. He is also passionate to ensure that his clients enjoy the service they receive. When he’s not at work his interests are travel, sport and eating out with friends.

Director & Financial Planner

Jonathan Briggs

Before working in financial services Jonathan spent ten years running the family business, The Dinosaur Adventure Park and Weston Park Golf Club.  Following the sale of the business, Jonathan moved into professional services with some of the biggest local names in law and accountancy.  Jonathan loves providing trusted financial advice and help with strategies for income requirements in retirement, pension appraisals, looking at investments solutions (including ISAs) as well as later life planning such as long-term care or Inheritance/estate planning.  Outside of work Jonathan spends time running around after his two teenage children and cycling when the sun comes out.

Associate and Financial Planner

Adam Claydon

Adam joined Loveday & Partners as a Financial Planner in 2016, having originally entered the profession as a Mathematics and Marketing graduate. After several years of studying alongside his work with clients, Adam became a Chartered Financial Planner in September 2018. The range of qualifications achieved allows him to provide a holistic approach to planning; to help build a coherent, tailored financial strategy that can be developed alongside his client’s changing needs.

Outside of work, Adam is a keen football fan and a committee member of Wymondham Judo Club, having competed internationally in his youth.

Chartered Financial Planner

Bob Walne

Bob joined Loveday & Partners in February 2014 and achieved Chartered Financial Planner status and was named a Fellow of The Personal Finance Society in 2019. Throughout his career he has gained experience with a major insurance company, high street bank and a local IFA firm. Bob enjoys meeting clients and help them achieve their objectives, with a particular focus on retirement planning.

 

Outside of work, he enjoys playing and watching sport and following the fortunes of Norwich City FC. He has two children, Chris and Lily.

Chartered Financial Planner

Jack Piper

Jack graduated from London’s Ravensbourne University with a degree in Media Production after which he spent four years travelling the world as a television producer on various sporting events. In 2015 Jack decided to pursue his interest in investments and financial planning and has since achieved the Diploma in Regulated Financial Planning. Jack enjoys meeting new people, building strong relationships with clients and helping them meet their financial goals.  Out of work he enjoys both playing and watching football as well as keeping fit.

Financial Planner

Lisa Snary

Lisa’s career began as a Chartered Accountant providing business support in various industries including automotive, insurance, commercial property and telecoms. After 20 years of supporting businesses, Lisa has retrained as a Financial Planner giving her the opportunity to transfer her business skills to personal financial planning. Lisa brings with her a wealth of experience and enjoys developing a close relationship with her clients, based upon trust and a detailed understanding of their individual goals and ambitions.

Lisa is married to Iain and has two sons, Monty and Freddie who are growing up far too quickly. Outside of work, Lisa is involved in local rugby, enjoys entertaining and spending time in the great outdoors.

Financial Planner

Nicky Casey

Nicky has worked in Financial Services since 1994, as an Adviser for a global bank, and is fully Diploma qualified. She is passionate about the need for professional financial planning and providing exceptional customer service. After enjoying a 20 year career Nicky changed sectors, working initially as a School Business Manager for a cluster of primary schools, latterly as a Student Services Manager for a local Sixth Form College. Nicky brings to her role a wealth of operational and financial experience. In her spare time Nicky enjoys yoga, reading and walking her dog Dudley and is extremely proud of her two teenage children.  

Operations Manager

Please reload