Mark has worked in financial services since 1998. Before that, he graduated from Southampton University and followed his ambition of playing professional rugby.
Today, Mark enjoys working with his private clients, providing creative investment solutions to meet a variety of individual needs. He specialises in helping clients meet their income requirements in retirement and providing bespoke retirement planning.
Outside of work, Mark is a passionate sportsman, enjoying cricket and rugby. He is married to Katie and has two young children.
Originally from Manchester, Alex eventually arrived in Norfolk after periods in Peru, Tanzania and Edinburgh. Although he graduated with a first-class degree in fine art, he had a longstanding interest in the markets, and subsequently took the natural step of training as an investment adviser.
Alex values spending time with his clients, understanding their individual needs and helping them develop a tailored long-term investment plan.
Alex is married to Louisa and they have two young daughters, Lily and Lola. Outside work he enjoys reading, sport, piano and DIY – although he finds he has less and less time for any of them!
Deborah’s earlier career in fashion took her all over the world. She started out in financial services in Canada in 2000 advising clients on education savings plans.
Returning to the UK in 2005, Deborah retrained as a stockbroker and financial planner. She loves advising clients on their long-term financial needs, and is passionate about the need for professional retirement planning. Above 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.
Simon graduated from Staffordshire University with a top honours degree in Business Studies, including modules on Enterprise, Innovation and Communication.
Today, Simon enjoys working with clients to achieve their personal financial objectives, and gets great satisfaction from providing a personal service.
In his spare time, Simon enjoys family life in Thorpe St Andrew and taking his two sons, Joshua and Benjamin, to watch Norwich City.
Rafael spent his early years in Barcelona, where he still has family and friends. He has been in financial services since 2006 and is qualified as both a financial planner and stockbroker.
Rafa focuses primarily on his retirement planning, creating strategies to help his clients and other local professionals meet their individual goals. He’s also passionate about first-class service.
When not at work, Rafa’s interests are travel, sport and eating out with friends.
After enjoying a 20-year career as an adviser, Nicky changed sectors, working initially as a School Business Manager and latterly as a Student Services Manager for a local sixth form college.
Nicky brings a wealth of operational and financial experience to her role. She is fully Diploma qualified and passionate about the need for professional financial planning and providing exceptional customer service.
In her spare time Nicky enjoys yoga, reading and walking. She’s also extremely proud of her two children, Jack and Eva.
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, he moved into professional services with some of the biggest local names in law and accountancy.
Jilly previously worked with Simon Loveday in Acle, before joining Loveday & Partners in 2010.
As our Office Manager, Jilly is our first point of contact for clients and business partners alike. She is responsible for our front-of-house team, marketing, client events, investment seminars and accounts.
Jilly is a keen Park Runner and regular swimmer, which helps her stay fit enough to keep up with her grandchildren Lilly, Florence and Ralph!
Wesley was named after the equally agile, fleet of foot, Norwich City legend Wesley Hoolahan.
Unlike his namesake though, Wesley isn’t much of a ball player, preferring to chase rabbits across fields, or squirrels up trees!