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:
Pension & Retirement Planning.
Level 4 Advanced Diploma in Financial Advice
R04 – Pensions and retirement planning
“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.