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.
Matthew is Business Development Manager to Lorraine Sellwood. He joined the Practice in 2014 having worked in corporate project management with an expertise in procurement. His role is to support Lorraine and the team in maintaining an expanding client base, and support development of the Practice. The success of the Practice is based on maintaining a long-term relationship with our clients and being able to provide them with a source of trusted advice as their financial needs evolve over the years. Matthew plays an active role is supporting our clients and maintaining these relationships.
Jacqueline joined Sellwood Wealth Management, in October 2017 as Practice Manager. She oversees all client servicing and provides office support, ensuring a great client experience. Jacqueline comes from a strong financial services background having worked in investment banking and asset management.
Kirsty joined the Practice in November 2015 as an Administrator. She deals with the daily running of the office and supports all who work within Lorraine’s team. She liaises with clients, providers and our admin team with the highest standard of customer service.
Bethany joined the Practice in September 2017, as a trainee Paraplanner. Bethany’s role includes providing technical support and reviewing existing investments and pension arrangements. Bethany is keen to become a qualified Paraplanner for St. James’s place and hopes to enrol in the St. James’s Place Paraplanner Academy later this year.