Meet the team

Lorna Harvey DipPFS


Professional life

Lorna joined us in July 2021 as a Paraplanner and has been in the Financial Services industry for over 25 years. She has a broad knowledge and in 2023 attained Level 4 Diploma qualification.

Personal life

In her spare time, Lorna enjoys spending time with her family and friends. She is married and has 2 teenagers and the family like traveling and exploring new places.  She takes time out with her friends going for meals or the local pubs.

Managing your finances doesn’t have to be complicated

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