Having been in the Industry for over 30 years, I have for the first time set up my own business as an Independent Financial Adviser. This will allow me to give my clients a bespoke service. I am an experienced Chartered Financial Planner and a Fellow of the PFS. I am passionate about helping clients achieve their financial objectives and understand the complexities of wealth management. I have developed a broad range of knowledge in many areas of financial planning. I work with or working with higher net worth to create and implement tailored advice both before and during retirement. My aim is to understand clients to help them achieve their goals and objectives with cash-flow planning being an important part of this when appropriate. I work collaboratively with Professional Advisers to enhance client outcomes and I enjoy building long term relationships with clients. I am also a Pensions Specialist and work in the areas of Trusts, Inheritance Tax planning and succession planning for Business Owners. I am married to Malcolm and have 2 daughters . My new office is close to home in central Solihull.
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DirectorThe Arkk Alliance Wealth LtdKnowle, Gb
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Advising PartnerSandringham Financial Partners Dec 2022 - PresentSolihull, England, United Kingdom -
Chartered Financial Planner At Punter Southall WealthPunter Southall Wealth Dec 2020 - Dec 2022 -
Chartered Financial PlannerQuilter Private Client Advisers Mar 2017 - Dec 2020Birmingham, United KingdomI am an experienced Chartered Financial Planner. Having been in the industry for over 25 years, I have developed a broad range of knowledge in many areas of financial planning. I am currently responsible for working with High Net Worth clients to create and implement tailored advice both before and during retirement. My aim is to understand clients to help them achieve their goals and objectives with cash-flow planning being an important part of this when appropriate. I work collaboratively with Professional Advisers to enhance client outcomes and I enjoy building long term relationships with clients. I am also a Pensions Specialist and give advice on Defined Benefit Transfers as well as Inheritance Tax and succession planning. Helping with the complexities around wealth I am always seeking to strengthen client’s financial position to protect their wealth now and in the future. I am married to Malcolm and have 2 daughters (Lily and Demi) -
Financial Planner & Wealth ManagerTowry Sep 2015 - Feb 2017Birmingham, United KingdomChartered Financial Planner
Frequently Asked Questions about Lorraine Denton Fpfs
What company does Lorraine Denton Fpfs work for?
Lorraine Denton Fpfs works for The Arkk Alliance Wealth Ltd
What is Lorraine Denton Fpfs's role at the current company?
Lorraine Denton Fpfs's current role is Director.
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