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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.
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.
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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]
Angie joins our Operational Team as Receptionist. She has exceptional customer service skills and enjoys welcoming clients and visitors alike. Angie is studying to be a Yoga instructor, enjoys surfing and bodyboarding, and enjoys spending time with her family.
Jake joined Loveday & Partners having worked in retail running a busy city centre shop. He enjoys being part of the Operational team welcoming clients to the office and ensuring our busy office functions efficiently.
Outside of work Jake enjoys being active and spending time with his family and corgi Buddy.
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 in 2016, having spent several years training as an adviser after graduating from University. In 2018, Adam became a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest levels of qualification achievable to Planners.
Adam takes a holistic approach to planning and provides coherent strategies that evolve alongside the needs and lifestyles of his clients. Believing that it is important for a client’s environmental and social concerns to be included within their planning, Adam has worked passionately to help construct and promote our Investing for Good offering.
Having competed internationally in Judo during his youth, Adam now spends much of his spare time following and playing football.
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.
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.
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.
Ben joined Loveday & Partners in September 2018 following a bout of travelling throughout South East Asia, Australia and New Zealand. Having obtained his Diploma in Regulated Financial Planning, he is now studying towards his Advanced Diploma in Financial Planning. Outside of work, Ben enjoy travelling, football and spending time with friends.
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.
Ros has joined Loveday & Partners to work in Simon’s team, she has excellent technical knowledge in paraplanning with over twenty years experience working in financial services.
She enjoys outside activities such as kayaking, camping and walking her dog Ludo.
David has recently re-joined Loveday & Partners and as one of our senior paraplanners works in Simon’s team with Jack, Ros, Lauren and Jade.
Outside of work David is a keen sportsman running marathons for charity and spending time with his family.
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
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.
Dan joined Loveday & Partners in April 2020 having worked in the industry since 2016. He holds the Diploma in Regulated Financial Planning and is currently studying for the Advanced Diploma.
Outside of work, Dan enjoys keeping fit and spending time with family and friends.
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.
Jon has worked in Financial Services for close to 6 years before joining Loveday & Partners, having achieved his Diploma in Regulated Financial Advice in 2020. He is currently working towards gaining his Advanced Diploma and becoming a Financial Planner.
Outside of work Jon loves all things Rugby, playing for North Walsham and being an avid Northampton Saints and Scotland supporter. His Saturdays are for Rugby and his Sundays are for 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!
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.
Florence graduated from Exeter University in 2017 having studied international relations. Prior to joining Loveday and Partners she worked in London for a Financial Technology start up company since its launch, learning all about the payments industry and business. In her spare time Florence loves taking country walks, cooking, baking, and travelling.
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.
Josh graduated with a degree in History from the University of Essex. After developing an interest in the financial markets, he started his career in the financial services with an Authorised Fund Manager in London and joined Loveday & Partners in April 2021.
Josh enjoys watching football, cricket and spending time with friends and family.’
Gemma joined Loveday & Partners in January 2021 and with over 20 years experience in corporate travel and prides herself on excellent and personal
customer service. She very much enjoys her new role in financial administration as many of her key client skills are transferable.
In her spare time, Gemma enjoys travelling, the theatre and spending time with family and friends.
Yollie joined us in 2021 working with Team Rafael and helping in operations. Yollie is studying for her diploma in financial services on the road to becoming a financial planner.
She loves music and enjoys walking her dogs Paisley and Hudson.
Lauren has worked in financial services, mainly the lending sector, for six years prior to joining Loveday & Partners.
Lauren very much enjoys spending time with her friends, going to concerts, eating out and riding her bike.
Jake gained a diploma in Sports Science in 2009 however with a keen interest in stocks and shares, he made the move to financialsServices. His goal is to become a financial planner and he is currently studying for his diploma.
Outside of work, Jake is a keen sportsman and plays football, cricket, and golf. His ultra-competitive attitude helped us gain the 2022 business games earlier in the year!
Theresa joined Marks team at Loveday & Partners in April 2022 bringing over 30 years experience in financial services.
She enjoys spending time with her family and walking her dog, Toby on the local beach where she lives.
Flynn joined Loveday & Partners in August 2022, after graduating from the University of Nottingham with a degree in Business Management.
With a strong interest in financial markets and investments, he made the step into the financial services industry. He is currently studying for his diploma, with the goal of becoming a financial planner.
Outside of work, Flynn enjoys playing cricket, golf and spending time with family and friends.
Sue has a wealth of experience in financial services, gained at advisory firms in London and Norwich. She originally joined Loveday & Partners in December 2010.
Outside work she enjoys family life with her husband and young sons.
Jade has been working in the Financial Service industry since 2018, and in January 2023 has joined Simon’s team at Loveday & Partners, to continue her development in the industry.
In her spare time she likes to explore new countries and spend time with her friends and family.
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!
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…
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.
