Lorraine Jones-Knott
Chartered Financial Planner & Senior Manager
Professionally
Lorraine is a Chartered Financial Planner and Fellow of the Personal Finance Society, based in Poole. Since joining financial services in 2005, she has focused on helping families achieve their life goals through honest, clear, and accessible financial planning. Her passion is giving clients confidence in their financial future while ensuring they feel supported and empowered in every decision.
As an accredited Later Life Adviser, Lorraine provides specialist guidance in retirement planning and later life financial advice. She values being part of an independent firm that offers holistic financial planning solutions tailored to each client’s needs.
In terms of professional achievements, Lorraine qualified as a Financial Adviser with distinction and was awarded best pass in her region. She has previously been shortlisted in the Women in Finance awards and is now a Senior Manager in her team delivering trusted financial advice in Poole and mentoring others in the industry.
- Cashflow planning
- Investment planning
- Pension planning
- Inheritance tax planning
- Care fee planning
- Fellow of the Personal Finance Society (FPFS)
- Chartered Financial Planner (AFPS)
- Certificate in Paraplanning
- Award in Regulated Pension Transfer Advice
- Accredited Society of Later Life Adviser (SOLLA)
Personally
On an ideal weekend, you’ll find Lorraine enjoying the outdoors, followed by quality time with friends and family over good food and conversation.
Contact us
Get in touch today to discover how we may be able to assist you.
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