Our unique approach
How we work
Loveday & Partners is very different from other financial advisers. We pride ourselves on the outstanding level of service we provide, and the strong, long-lasting relationships we build with our clients.
Our simple three-step process
1. Complimentary consultation
We discuss your situation and explain how we can help you – at our expense.
2. Getting started
Once we’ve completed our research, we meet you again to talk through our suggestions.
If you are happy to go ahead, we set up your financial plan.
3. Regular review
We check in with you, face to face, typically three times a year, to keep everything on track.
You can also check the value of your funds online 24/7.
Complimentary initial consultation
How we charge
Our initial consultations are complimentary and at that meeting your adviser will give you an indication of the likely cost of the advice specific to you and your needs.
In most cases we make an initial charge for creating and enacting your financial plan, and there will be a charge for providing ongoing advice which will vary, depending on the complexity of your situation. These charges are usually taken directly from any investment portfolio you hold with us, but can be paid directly if you prefer.
We will always provide you a detailed breakdown of all the applicable charges before they become payable.
Any questions?
If you’d like to discuss any aspect of our approach, or how it would work in your case, please contact us and one of our advisers will be happy to chat with you.
What our clients say about us
Selecting a financial adviser can be a very daunting process, loaded with uncertainty. Over a decade ago, my husband and I made a decision to approach Loveday & Partners, to guide us in investing some capital when we retired. This has proved to have been a very sound decision. I can enjoy retirement, knowing that my funds are invested responsibly and reviewed regularly.
Mrs B, Norwich 
My adviser at Loveday & Partners was able to explain my retirement options clearly to me, unwinding the cryptic language within my pension projections in a concise manner. I now feel that I have a better grasp of my finances and would recommend his services to anyone thinking about their own retirement!
Mrs L, Norwich
I have been with Loveday & Partners for 10 years. Our relationship, between myself and my adviser, is excellent and my financial portfolio has performed outstandingly, which has enabled me to retire with a good income. The team is very professional and approachable.
Mr B, Norwich
I have complete confidence in both my adviser and Loveday & Partners with placing my investments in a managed and secure portfolio. Myself and my partner have been given all the help in a very professional approach by all members of staff. I would be happy to recommend the team of Loveday and Partners to anyone.
Mr S & Mrs P, Norwich
Since transferring my pension to Loveday & Partners two years ago I have found their approach to be nothing but professional. My adviser keeps me fully informed of progress at regular review meetings where we discuss any proposed changes. I can also keep abreast of daily fluctuations of fund values by checking the easily accessible web site. It’s encouraging to now see the fund values growing.
Mr F, Norwich
I had reason to contact Loveday & Partners for the first-time last year. My adviser is very professional, friendly and above all, gave me complete peace of mind. His advice is excellent and appropriate for my needs and his ongoing support continues to be of great help and reassurance to me.
Mrs J, Norwich
I trust my adviser to guide us through all matters financial. He has set up pension and personal savings accounts and monitors the performance, recommending changes as necessary which ensures these deliver better results that I could gain using my own wits. He is extremely diligent, helpful and approachable.
Mr T, Norwich
We felt we had to write to express our sincere thanks to Loveday & Partners, and especially our adviser, for bringing the transfer of all our funds to a successful outcome. She has given us endless support throughout, and we would never have received this level of service and commitment anywhere else – for that we are extremely grateful to you all. Her professionalism and commitment to clients, as well as the Loveday team, is second to none.
Mr & Mrs H, Norwich
I retired in 2005 and, if I remember correctly, Loveday & Partners have been our financial adviser for 10 years. In pursuit of capital growth and income the advice has always been sensitive to our appetite for risk and our financial and personal ability to contemplate losses. The use of a third party expert company to evaluate investment options and to recommend suitable percentages of global stock markets and lower risk exposures, is a valuable service provided by Loveday & Partners.
Mr H
In 2011 I was 58, in a stressful job 100 miles from home and in poor health. From my early 20s I had planned on early retirement, but I was unsure if I was in a position to do so. A friend recommended that I should talk to Loveday & Partners so I arranged an appointment. In advance of our meeting I e-mailed details of my financial situation to my adviser. After two meetings I was convinced that my dream was achievable and I've never looked back since. I shall always be grateful to my adviser and the Loveday & Partners team for showing me the way to a comfortable retirement.
Mr C
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Selecting a financial adviser can be a very daunting process, loaded with uncertainty. Over a decade ago, my husband and I made a decision to approach Loveday & Partners, to guide us in investing some capital when we retired. This has proved to have been a very sound decision. I can enjoy retirement, knowing that my funds are invested responsibly and reviewed regularly.
Mrs B, Norwich
My adviser at Loveday & Partners was able to explain my retirement options clearly to me, unwinding the cryptic language within my pension projections in a concise manner. I now feel that I have a better grasp of my finances and would recommend his services to anyone thinking about their own retirement!
Mrs L, Norwich
I have been with Loveday & Partners for 10 years. Our relationship, between myself and my adviser, is excellent and my financial portfolio has performed outstandingly, which has enabled me to retire with a good income. The team is very professional and approachable.
Mr B, Norwich
I have complete confidence in both my adviser and Loveday & Partners with placing my investments in a managed and secure portfolio. Myself and my partner have been given all the help in a very professional approach by all members of staff. I would be happy to recommend the team of Loveday and Partners to anyone.
Mr S & Mrs P, Norwich
Since transferring my pension to Loveday & Partners two years ago I have found their approach to be nothing but professional. My adviser keeps me fully informed of progress at regular review meetings where we discuss any proposed changes. I can also keep abreast of daily fluctuations of fund values by checking the easily accessible web site. It’s encouraging to now see the fund values growing.
Mr F, Norwich
I had reason to contact Loveday & Partners for the first-time last year. My adviser is very professional, friendly and above all, gave me complete peace of mind. His advice is excellent and appropriate for my needs and his ongoing support continues to be of great help and reassurance to me.
Mrs J, Norwich
I trust my adviser to guide us through all matters financial. He has set up pension and personal savings accounts and monitors the performance, recommending changes as necessary which ensures these deliver better results that I could gain using my own wits. He is extremely diligent, helpful and approachable.
Mr T, Norwich
We felt we had to write to express our sincere thanks to Loveday & Partners, and especially our adviser, for bringing the transfer of all our funds to a successful outcome. She has given us endless support throughout, and we would never have received this level of service and commitment anywhere else – for that we are extremely grateful to you all. Her professionalism and commitment to clients, as well as the Loveday team, is second to none.
Mr & Mrs H, Norwich
I retired in 2005 and, if I remember correctly, Loveday & Partners have been our financial adviser for 10 years. In pursuit of capital growth and income the advice has always been sensitive to our appetite for risk and our financial and personal ability to contemplate losses. The use of a third party expert company to evaluate investment options and to recommend suitable percentages of global stock markets and lower risk exposures, is a valuable service provided by Loveday & Partners.
Mr H
In 2011 I was 58, in a stressful job 100 miles from home and in poor health. From my early 20s I had planned on early retirement, but I was unsure if I was in a position to do so. A friend recommended that I should talk to Loveday & Partners so I arranged an appointment. In advance of our meeting I e-mailed details of my financial situation to my adviser. After two meetings I was convinced that my dream was achievable and I've never looked back since. I shall always be grateful to my adviser and the Loveday & Partners team for showing me the way to a comfortable retirement.
Mr C
Previous
Next
