t: 01903 821010
Lorna is a qualified Financial Planner with over 25 years’ experience in the industry. As well as being able to advise her clients on pensions, investments and protection, she specialises in equity release and long term care planning. Having achieved an accreditation through the Society of Later Life Advisers (SOLLA), Lorna aims to ensure that those clients in their later years have access to financial advice that is delivered in clear and simple terms in plain English. Lorna is patient and understanding without being patronising.
Lorna understands that circumstances are different for different people and therefore treats her clients as individuals. After discussing each client’s situation in detail and completing thorough research, she will tailor a personalised solution for their needs.
Lorna has lived in Worthing for 20 years with her husband Patrick and teenage children. She loves to travel and enjoy the culture of other countries. When at home, she likes to embrace our countryside with Sunday walks, normally with a chilled glass of white wine as a treat at the end!