Join Lorraine Sellwood & guest speakers for a financial health check.

4pm-6pm

Wednesday May 19

Web conferencing details provided upon confirmation.

Book your free place here.

Lorraine Sellwood - Eight Wealth Management

As Chartered Financial Planner and Director of Eight Wealth Management, my philosophy focuses on maintaining a long-term and trusted relationship with my clients. This relies upon providing a service of distinct quality, integrity and excellence, which in turn provides my clients with peace of mind.

I offer clients a bespoke and high-level personal service that is rarely seen in today's financial market place and is built around dedicating time to understanding my clients before offering advice. This personal service is the main reason my client portfolio is largely derived from recommendations.

I provide a personalised wealth management service for my clients to help secure the financial future they are looking for. My aim is to offer ongoing support to my clients and to help them respond to the changes in circumstances that life brings, which prompt a review of personal financial goals such as starting a family, changing jobs, starting a new business or receiving an inheritance.

Greg Stanworth - Greenacre Financial Services

I decided to set up Greenacre Financial Services in 2018, after working in the financial services industry for over 10 years. I am fully CeMAP qualified and have a vast range of experience in the financial sector.

Greenacre was born following my own frustrations as a customer seeking a mortgage and I knew I could do something better. The whole ethos of Greenacre focuses on service. We strive to offer every one of our clients the highest quality service, applying for a mortgage can be extremely stressful and we aim to make the process as smooth and simple as possible.

Katie Lightfoot - Caverley Lightfoot

As the Director of Caverley Lightfoot, my aim is to provide high quality, personal service at an affordable price.

After working for many years as a solicitor at a boutique law firm in London's Mayfair, I found one of the most satisfying elements of my work came from building strong relationships with my clients and working with them to reach their goals.

Having grown up and always lived in the local area, I have set up Caverley Lightfoot to enable me to offer a city level of legal service, with a friendly and approachable manner.

I have enjoyed the challenge of Private Client work since I initially began my studies at university, since then and throughout my career I have specialised in this area of work. In 2016 I took this further and completed the necessary exams to become a Member of the Society of Trust and Estate Practitioners (STEP). I am also an Associate Member of Solicitors for the Elderly.