Lorna Fox

Client Services Administrator

When Lorna’s
at work

Lorna has worked in financial planning for almost five years, supporting a range of advisers and clients along the way.

Working across different firms has given her a broad understanding of the profession and valuable experience helping people with a variety of financial planning needs.

How Lorna
switches off

Lorna lives with her fiancé and their dog, Bradley. Outside of work, she enjoys watching films, exploring new places, and embracing all things Disney.

She also has a creative side and loves getting stuck into arts, crafts, and other hands-on projects.

What would you still like to do in life?

Visit all the Disney parks in the world, visit Asia, and see a shooting star.

What do you love most about your job?

My colleagues, the vast amount of knowledge required, and how every day is different.

What three small things make your day better?

Good food, my dog, and my fiancé.

Which three people would be at your dream dinner party?

Walt Disney, Elton John, and Lin-Manuel Miranda.

What are three facts about yourself most people don’t know?

I know simple sign language, I love musicals, and when I get time, I like to sew.

What’s the proudest moment of your career so far?

Taking the leap from the travel and tourism industry to finance.

We’re here when you’re ready to chat

If you’d like to become a client or just want to find out more about how we could help, leave your details below, and our friendly team will be in touch.

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