Chiltern Hills Broadens Horizons with New Team Members

Chiltern Hills Financial Planning was created to help successful executives and SME business owners ‘Live Differently’ by providing holistic financial planning advice.

The existing team have a wealth of expertise and experience in the sector and are a Partner Practice of the well-respected St. James’s Place Wealth Management.

Now the team is expanding further and the two newest members to come on board are Lorreine Kennedy – a specialist in Later Life Advice, and Keri Fuller – a specialist in Mortgage & Protection Advice.

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Later Life Advice

Lorreine specialises in Later Life Advice, with particular focus on Care Funding and evaluating how best to fund a person’s care costs, in the most effective manner.

“My Aunty Edith moved into care, and I was appalled at the lack of available advice. As a result, I started to hone up my skills, and become completely involved in all matters relating to care, equity release and retirement matters.”

“Whilst there is a lot of information about care, there is actually very little advice available, and that is where I come in,” says Lorreine. “I help families, their attorneys and loved ones understand the options available to fund care, and having worked in this space for thirteen years, I know when a family is being given the run around by the authorities (which happens regularly).”

Clients find that her direct approach, spoken with personal and professional knowledge, helps to cut through the maze of legislation and emotion, providing them with a clear strategy. Lorreine is a fully accredited member of SOLLA (Society of Later Life Advisers), a non-profit organisation whose aim is to raise the quality of advice available to older people and their families. She also holds the STEP (Society for Trustee and Estate Planners) Diploma in Managing the Affairs of the Vulnerable, and CiLex (Chartered Institute of Legal Executives) Certificate: The Practice of Law for the Elderly Client.

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Mortgage & Protection Advice

Keri’s financial career was borne from a chance conversation in a restaurant with a senior HSBC Consultant, and spans pensions, employee benefits and conveyancing, with her now specialising in mortgage and protection advice for clients.  

“My previous experience has shown me that technical knowledge is only half the story and that to be a truly great adviser you also need to be able to understand the client's wishes, manage their expectations and respond quickly and clearly,” says Keri.

“On occasion it may mean having to tell a client that they can’t get the mortgage they are currently looking for, but then it is all about providing advice on what they can do to improve their position. It really is rewarding to know that you have helped your client in their first or next step on the property ladder.“

Keri is both versatile and knowledgeable, and Lorreine is dedicated with a buoyant personality, great qualities to be adding to the Chiltern Hills Team.

Both Keri and Lorreine are thrilled to be joining Chiltern Hills Financial Planning, in order to broaden the team's skillset and provide the ultimate client experience.

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