Orlene Palmer

Orlene Palmer Email and Phone Number

Independent Financial Adviser at Cambourne Financial Planning Ltd @ Cambourne Financial Planning Ltd
Loughborough, GB
Orlene Palmer's Location
Leicester, England, United Kingdom, United Kingdom
Orlene Palmer's Contact Details

Orlene Palmer work email

Orlene Palmer personal email

n/a
About Orlene Palmer

Everyone is different, we all have our own individual goals and aspirations. As your financial adviser I will take the time to really get to know you so that I can completely understand your own financial goals and aspirations, and provide you with advice tailored entirely around you.Having worked in financial services for 28 years I enjoy building relationships with my clients and providing them with an ongoing source of trusted advice as their financial needs evolve over the years. As I believe in providing my clients with the highest level of service and advice, I am currently studying towards becoming a Chartered Financial Adviser (one of the highest levels of professional financial advice status), in addition to my current financial qualifications. I hope this will give my clients confidence in my ability and commitment to them.I joined Cambourne Financial Planning Ltd 16 years ago and have been proud to see the business grow into a well-respected practice in Leicestershire, attracting both corporate and personal clients throughout the UK. Cambourne was established 18 years ago to provide personal and corporate clients with a comprehensive independent financial planning service. The four advisers within the team have over 100 years combined experience which helps us to work closely with our clients across a wide range of areas including Financial Protection, Retirement Planning, Investment Planning, Inheritance Tax Planning and Trusts. We are small enough to keep the service personal but large enough to deliver in every aspect, and our business continues to grow through recommendation and referral from our existing clients, which is a reflection of the trust that they have in the advice and service we provide.

Orlene Palmer's Current Company Details
Cambourne Financial Planning Ltd

Cambourne Financial Planning Ltd

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Independent Financial Adviser at Cambourne Financial Planning Ltd
Loughborough, GB
Employees:
13
Orlene Palmer Work Experience Details
  • Cambourne Financial Planning Ltd
    Independent Financial Adviser
    Cambourne Financial Planning Ltd Jan 2002 - Present
    Cambourne are a firm of Independent Financial Advisers who offer high quality strategic financial planning to individuals and businesses forming close working relationships that last for many years. Our clients are secured only through referral and recommendation and we advise them on pre and post retirement planning, and cover pensions, investments, protection and mortgage related issues.We have a growing employee benefits division where we offer our service and support for our… Show more Cambourne are a firm of Independent Financial Advisers who offer high quality strategic financial planning to individuals and businesses forming close working relationships that last for many years. Our clients are secured only through referral and recommendation and we advise them on pre and post retirement planning, and cover pensions, investments, protection and mortgage related issues.We have a growing employee benefits division where we offer our service and support for our corporate clients who are looking to offer bespoke benefits packages to their employees. Cambourne Financial Planning Ltd is Authorised and Regulated by the Financial Services Authority. Show less
  • Cambourne Financial Planning
    Administrator
    Cambourne Financial Planning Jan 1997 - Dec 2001
  • Clerical Medical
    Corporate Administrator
    Clerical Medical 1985 - 1996

Orlene Palmer Skills

Investments Retirement Planning Protection Pensions Financial Planning Financial Advice Critical Illness Income Protection Mortgage Strategic Financial Planning Finance Inheritance Tax Planning Financial Services Financial Advisory Portfolio Management

Orlene Palmer Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Diploma In Financial Planning
  • Rawlins Community College
    Rawlins Community College
  • Humphrey Perkins High School
    Humphrey Perkins High School

Frequently Asked Questions about Orlene Palmer

What company does Orlene Palmer work for?

Orlene Palmer works for Cambourne Financial Planning Ltd

What is Orlene Palmer's role at the current company?

Orlene Palmer's current role is Independent Financial Adviser at Cambourne Financial Planning Ltd.

What is Orlene Palmer's email address?

Orlene Palmer's email address is or****@****p.co.uk

What schools did Orlene Palmer attend?

Orlene Palmer attended Chartered Insurance Institute, Rawlins Community College, Humphrey Perkins High School.

What skills is Orlene Palmer known for?

Orlene Palmer has skills like Investments, Retirement Planning, Protection, Pensions, Financial Planning, Financial Advice, Critical Illness, Income Protection, Mortgage, Strategic Financial Planning, Finance, Inheritance Tax Planning.

Who are Orlene Palmer's colleagues?

Orlene Palmer's colleagues are Richard Wilkinson, Mark Loydall (Chartered Financial Planner), Daniela Amos, Glen Marshall, Richard Wilkinson.

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