0330 038 8939
Based in Port-Talbot
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lorna Anne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lorna Anne's status
Last checked: 03 June 2025
Lorna Anne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lorna Anne's status
11
Recent Client Reviews
Lorna Anne has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lorna Anne has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Lorna Anne has not yet added their qualifications to their profile
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Lorna Anne has not yet added their qualifications to their profile
Transparent Fees
Lorna Anne has not yet added their fees to their profile
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Lorna Anne has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lorna Anne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lorna Anne's status
Last checked: 03 June 2025
Lorna Anne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lorna Anne's status
11
Recent Client Reviews
Lorna Anne has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lorna Anne has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Lorna Anne has not yet added their qualifications to their profile
Qualifications not yet added
Lorna Anne has not yet added their qualifications to their profile
Transparent Fees
Lorna Anne has not yet added their fees to their profile
Fees not yet added
Lorna Anne has not yet added their fees to their profile
I have been in the financial industry in various roles since 1996, and an Independent Financial Adviser since 2012. My main interests are Pensions and Investments, but being independent means that I deal with most aspects of finance from the whole of marketplace. My clients range from children to those clients in their later years, all of whom have benefitted from my advice. Financial advice is so much more than investing for clients, it’s about providing the best possible advice to suit individual needs. It’s listening to clients as people with differing views and attitudes. To relax I enjoy being a mum to my twin daughters, and getting us out into the great outdoors every chance that I get. While keeping in mind how important it is to keep a good work/life balance.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lorna Anne's clients
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