Lorna is a Paraplanning and Client Services Executive with 19 years’ experience in the financial services industry, having worked across a wide range of roles including administration, adviser support, and accounts payable. This broad background gives her a deep understanding of the advice process and the importance of delivering a seamless experience for both advisers and clients.
Currently studying towards her full certificate in paraplanning with the Chartered Insurance Institute (CII), Lorna is committed to continually developing her technical knowledge to support high-quality, well-researched financial planning. As Hamil’s paraplanner, she plays a key role behind the scenes, ensuring recommendations are carefully prepared, compliant, and aligned with each client’s objectives. She is also a point of contact for clients, valued for her reliability, attention to detail, and friendly, supportive approach.
At Clockswood Wealth Management, Lorna works closely with the wider team to help deliver a comprehensive, one-stop financial planning service, supporting clients at every stage of their journey and helping them feel informed and well looked after throughout the process.
Outside of work, Lorna is a dedicated family person who enjoys spending time outdoors — a passion shaped by spending much of her childhood in Scotland. She enjoys gardening, visiting horticultural sites, and going for long walks, as well as indulging her love of baking, which allows her to unwind and get creative.
With her extensive industry experience and client-focused mindset, Lorna is a trusted member of the Clockswood team, helping ensure clients receive clear, well-structured advice and excellent ongoing service.
