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.
Before working in financial services, Jonathan spent 10 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 in retirement, pensions, investments and planning for later life, including long-term care and inheritance.
Jonathan spends his spare time running around after his two teenage children and cycling (when the sun comes out).
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 her dog Dudley. She’s also extremely proud of her two children, Jack and Eva.
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 granddaughters Lilly and Florence!
Jane joined Loveday & Partners in March 2018 and works alongside Jilly as Receptionist. She has worked in finance for 13 years and prides herself on providing excellent customer service.
Jane is married to John and has two sons, Travis and Theo. In her spare time she loves travelling with her boys and spending time with family and friends – always accompanied by her canine companions Fabio and Hunley.
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.
Adam joined Loveday & Partners as a Financial Planner in 2016, having originally entered the profession as a graduate in mathematics and marketing. After several years of studying while also handling client work, he became a Chartered Financial Planner in September 2018.
Adam’s wide range of qualifications allows him to take a holistic approach to planning. He provides coherent, tailored financial strategies that evolve along with his clients’ needs.
In his spare time, Adam is a keen football fan and a committee member of Wymondham Judo Club, having competed internationally in his youth.
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.
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 Diploma in Regulated Financial Planning. 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!
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.