Chartered Financial Planner
Lorraine’s philosophy focuses on maintaining a long-term and trusted relationship with her clients. This relies upon providing a service of distinct quality, integrity, and excellence, which in turn provides her clients with peace of mind. Lorraine offers clients a bespoke and high-level personal service that is rarely seen in today’s financial marketplace and is built around dedicating time to understanding her clients before offering advice. This personal service is the main reason Lorraine’s client portfolio is largely derived from recommendations.
Lorraine provides a personalised wealth management service for her clients to help secure the financial future they are looking for. She aims to offer ongoing support to her clients and to help them respond to the changes in circumstances that life brings, which prompt a review of personal financial goals such as starting a family, changing jobs, starting a new business, or receiving an inheritance. Lorraine is based in the Marlow office. Click on locations to find out more.