Lorraine Galley

//Lorraine Galley
Lorraine Galley2018-07-04T16:15:11+00:00

Project Description

DipFA, Independent Financial Adviser, Associate Director

Areas Covered: Wigan, Warrington, St Helens, Widnes, Southport, Ormskirk, Merseyside and the Wirral

Stability and security are key to Lorraine. Her own life experiences led her into the world of finance. Once there Lorraine could help clients plan carefully and gain financial security.

Her incredible drive and ambition originates from her earlier training in musical theatre. With a family to support and a strong sense of responsibility, Lorraine successfully gained her first role in finance at the age of 18 with a major UK bank.

Lorraine studied in her own time to gain Financial Adviser qualifications. She was authorised as a Financial Adviser at the age of 26. Rapidly, she became a leading Adviser for the bank.

Passionate about providing professional and friendly advice, Lorraine travelled throughout the North West, advising her clients in all aspects of investment, protection, savings and retirement.

It was natural for Lorraine to wish to become independent. This would demand great knowledge and skill. She achieved this in 2013 and joined True Bearing Chartered.

Why True Bearing Chartered Financial Planners? “It was a match of philosophies,” says Lorraine. In her own words: “I’m a very loyal person, so it was a huge decision to move on. However, I needed the right opportunity to be able to provide the best advice for my clients. True Bearing Chartered will help me do that. “

Over the coming years, Lorraine is committed to building on her existing qualifications. Her goal is to achieve Chartered Status.

Lorraine lives in Rainford with her partner and two daughters. She enjoys keeping fit and attends a regular dance class when possible.

For Advice On:

Corporate Financial Planning
Savings/Investments
Retirement Planning/Options
Shareholder Protection
Inheritance Tax Planning
Income Protection
Critical Illness/Life Assurance
Taxation Planning

Qualifications:

Diploma in Financial Planning
Certificate for Financial Advisers
Certificate in Life & Pensions

AF3 – Pension Planning
AF5 – Financial Planning Process

CeFA1      Introduction to Financial Services and Products
CeFA2/3   Financial Products
CeFA4       Assessment of Investment Advice Knowledge

CF1 – UK Financial Services, Regulation and Ethics
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 –  Integrated Financial Planning

R01 – Regulation and Ethics
R04 – Pensions and Retirement Planning
R06 – Financial Planning Process

Lorraine’s contact details were passed to me by a work colleague.  We both worked in the NHS and I was keen to find a financial advisor that was used to dealing with public sector pensions.

Lorraine first came to meet us in August 2015.  She was friendly, relaxed and approachable.  She first tried to ascertain what we needed and what our expectations were.  Once she became clearer about our situation she gave us information to think about and made an appointment to revisit us.

I observed many skills in Lorraine.  She is very professional, polite,  and has a relaxed manner.  At the same time, she is focused, business like and knowledgeable.  Lorraine always comes well prepared and is able to answer any queries or questions.   She doesn’t rush or leave until all the business is done.

Lorraine has managed to gain our trust over the last 18 months.  I believe her to be a lady with integrity and I believe she cares about our investments – which is our livelihood for the future.  She has gained insight and understanding into our personal beliefs as well as our financial position and has shown sensitivity and respect for us as people, as well as clients.

I would recommend Lorraine to my friends.

Helen, Crosby

“I have received an excellent service from Lorraine at True Bearing Chartered Financial Planners. She is friendly, professional and works tirelessly to provide me with honest, sound advice on my savings and investments. She has also arranged for me to receive a monthly income from my investments.

Lorraine patiently explains any recommendations in words that I can understand and I am confident in the knowledge that she works in my best interest. It is such a relief to know she is only a phone call away if anything unexpected crops up and I need her advice. Her enthusiasm and reliability makes it a pleasure to do business with her.

I can now look forward to my retirement, safe in the knowledge that Lorraine will look after me and my finances in the future, which is wonderful feeling.

I have recommended Lorraine and True Bearing to my friends and family and to anyone who wants a truly outstanding professional financial service and peace of mind.

Rita Keeling

Lorraine Galley
Lorraine GalleyIndependent Financial Adviser
Office: 01257 260011

Mobile: 07568 534 442

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