Lorraine Sellwood

Listening. Planning. Reviewing. I think those are three key elements to successful financial advice. Having been a financial adviser and a Partner of renowned investment firm St. James's Place for over a decade, I am proud to have seen clients secure the future they told me they wanted. Whilst the best advice is always to start your financial journey as soon as you can (and therefore benefit from compound interest), it is never too late to see a professional. I see people who have found themselves needing help to adapt to a change in their circumstances, those coming up to or at the point of retirement, and some wanting advice on how to provide for others. I specialise in personal areas of financial services - Pensions, Investments, and planning for both Inheritance Tax and Long Term Care. Having studied my Diploma in Financial Planning, then achieving Chartered status and being awarded Fellowship of the Chartered Institute of Insurance, I enjoy not only seeing and supporting clients, but also the other advisers I mentor at Eight Wealth Management, where I am a Director and Head of Business Development. Outside of work, I have a passion for sport, especially hockey - I play for Sonning Hockey Club where I enjoy seeing friends. At home I have two wonderful boys, Jasper and Hudson, a hugely supportive husband and a miniature dachshund, Hollie. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx