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EQ Investors Market Update Video hosted with Adam Claydon.
Loveday & Partners visit Olly Birbeck at his Little Massingham Estate in Norfolk.
The Trophy is ours ready to defend in the 2023 games!
Registered company and correspondence address ; Lakeside 500, Old Chapel Way, Broadland Business Park, Norwich, Norfolk. NR7 0WG
Registered in England and Wales No. 08478415
Loveday & Partners Limited is authorised and regulated by the Financial Conduct Authority FCA No. 601756
The Financial Conduct Authority does not regulate tax advice
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Website by Quickfire Digital www.quickfiredigital.co.uk/
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 children.
Email [email protected]
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 has 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!
Email [email protected]
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.
Email [email protected]
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.
Email [email protected]
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.
Jonathan loves providing trusted financial advice for retirement, pensions, investments and planning for later life, including long-term care and inheritance.
Now that Jonathan’s children are at University, he spends his spare time with his wife Hannah on long walks or cycling in search of cake stops.
Email [email protected]
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.
Email [email protected]
Jilly previously worked with Simon Loveday in Acle, before joining Loveday & Partners in 2010.
As our Client Experience Manager, Jilly is our first point of contact for clients and business partners alike. She is responsible for our day to day office management, the front-of-house team, client events and investment seminars.
Jilly is a keen Park Runner and regular swimmer, which helps her stay fit enough to keep up with her grandchildren Lilly, Florence and Ralf.
Email [email protected]
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!
Bob has worked in insurance, banking and most recently as a financial adviser. He joined Loveday & Partners in February 2014. In 2019, he achieved Chartered Financial Planner status and was named a Fellow of The Personal Finance Society.
Bob enjoys meeting clients and helping 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. He has two children, Chris and Lily.
Tom graduated from Loughborough University with a degree in Economics in 2014. Following this, he spent some time working as a ski guide in the Austrian Alps. Having an economics background he made the natural step into financial planning and has since achieved the accolade of becoming a Chartered Financial Planner. He enjoys building tailored plans to help achieve his clients financial and life goals, whatever they may be. Out of work his time is spent playing and watching football as well as planning his next ski trip!
Lisa began her career as a chartered accountant. After 20 years supporting a wide range of businesses, she retrained as a financial planner.
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 work, Lisa is involved in local rugby and enjoys entertaining and the great outdoors.
Jack graduated from London’s Ravensbourne University with a degree in Media Production, after which he spent four years travelling the world as a sport TV producer. 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.
Adam has worked in Financial Services since leaving school, working in technical departments for local investment houses and independent financial advisers before joining Loveday & Partners in July 2017.
Qualified to Diploma level, Adam's next goal is to achieve Chartered Financial Planner status.
In his spare time, he enjoys watching and playing football and is a lifetime Norwich City supporter and season ticket holder.
Following her degree in mathematics, accounting and financial management at Loughborough University, Robyn began a career in financial planning. She has completed the Diploma in Regulated Financial Planning and has achieved Chartered Status.
Robyn enjoys working with clients to create long-term plans that will attain their personal and financial goals.
Outside work Robyn has an interest in fine art and enjoys playing netball and many other sports.
Kai came to Norwich to study for his Accountancy degree at UEA and liked the city so much he settled here. He has worked in financial services since 2002.
Outside of work he enjoys spending time with his family, watching his children play cricket and walking his Cavalier King Charles Spaniel. Kai is interested in sport and current affairs.
Tom has 16 years’ experience in the financial services industry and has reached Diploma status in financial planning.
He particularly enjoys his role as a paraplanner, having gained five years’ experience in the role.
Outside work he enjoys spending time with his three children, Alfie and twins Emily and Daisy. He also finds time to keep fit with distance running and football.
Helen joined Loveday & Partners in July 2016 from a background in financial services.
She has recently achieved her Diploma in Regulated Financial Planning, and in her spare time enjoys watching and playing football, as well as spending time with her family and friends
Robyn has worked in the financial services industry for 11 years and has achieved the Diploma in Regulated Financial Planning.
In her spare time she enjoys completing Tough Mudder events and spending time with friends and family.
Hey, I’m Walter and I’m a real softy. You may see me settled in Mark’s office or going for a walk around the pond. Stop and say hi if you do as I love a good ear rub.
Michael graduated in politics in 2014, and has worked in financial services ever since. He gained his Diploma in 2018 and joined Loveday & Partners the following year.
Outside work, Michael is a fanatical supporter of Leeds United, travelling to their games whenever he can.
Sadie has enjoyed working in financial services since 2009 and is diploma qualified after four years of intensive studying. Working as a paraplanner within Alex's team, Sadie is looking forward to expanding her knowledge further.
In her spare time Sadie enjoys being with her family, keeping active, running, eating out and cooking.
Clemmie has been a much loved part of the Loveday family since she first started coming to work at 16 weeks old nearly five years ago.
She settled into the rhythm of the working day quickly and is now very much part of the furniture for our staff and our clients alike.
She loves being part of the team and all the attention of course, plus a treat or two!
Tanya has worked in financial services in an administration role for over 20 years and joined Loveday and Partners in December 2014. Outside of work she enjoys spending time with her daughter Elana, friends and family and going to concerts with her husband Guy.
Jess joined Loveday & Partners in April 2014, after having a long career in the banking industry. She is studying towards her diploma in regulated financial planning.
Jess prides herself on being a happy, helpful person with a passion for great service.
In her spare time, Jess enjoys the theatre, cinema, gym, shopping and eating out.
Abi joined Loveday and Partners in November 2015, coming from a background in financial services. She is currently studying towards her Diploma in Regulated Financial Planning.
In her spare time, Abi enjoys travelling, reading and spending time with her family and friends.
Originally from Manchester, Claire worked in the insurance industry for 10 years before relocating to Norfolk in 2012.
She enjoys long walks, visiting family and spending time with her fiancé and young daughters Maisie and Erin.
Alfred Bravo – French
I’m 5 years old. I enjoy meals out, walking my owners, Rafa & Aimee. You might see me in the office occasionally, where I work on a consultancy basis…
