Lorraine Denton

WORK HISTORY

ABOUT LORRAINE DENTON

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.