“ Lorelle was always professional yet personable and took time to ensure I understood the steps I was taking and was more than happy to provide further explanation and clarification regarding anything I didn't understand or grasp. I felt so relieved and happy Ihad taken the time to see Lorelle as she was able to provide me with a financial solution to my financial goals - being debt free and retiring within 5 years. It was a big weight off my shoulders. Whilst I know there may be variables in my current plan, out of anyone's control - interest rates, and the housing market. I now understand how these may affect me, positively or negatively and that my plan can be reviewed at any time. I know I have options. I wanted to provide this feedback as I was happy with Lorelle’s service and so grateful that I was provided with comprehensive information and reassurance relating to my financial goals.”
- Leanne Trickey