Reviews and Ratings for Financial adviser Lorraine Cregg, Manchester
Chartered Financial Planner

Lorraine Cregg

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Fellow of the PFS

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Contact

0161 808 0204
[email protected]

At work

Lorraine started her career in retail banking. Following this, she worked for a large insurer and subsequently a variety of independent financial advice firms.

Lorraine has developed her skill set through working in various roles, from administration to technical roles and ultimately, an advisory role.

Key areas Lorraine advises on are retirement planning, Inheritance Tax planning, and financial protection.

Lorraine enjoys working with clients to identify their needs and provide solutions that give them peace of mind and reassurance about their financial future. She takes pleasure in explaining the complex simply, making financial planning accessible and easy to understand.

At home

Lorraine spends her spare time catching up with friends.

She enjoys Pilates and does some gardening and DIY.

When possible, Lorraine likes to travel to new places to relax and explore. Fun fact: Lorraine can’t ride a bicycle!

Statement of Professional Standing Accreditations

Accreditations

  • Chartered Financial Planner

    Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

  • Fellow of the PFS

    To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Qualifications

Qualifications

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • J10 Discretionary Investment Management

    The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

  • Certificate in Financial Planning (Life & Pensions route)

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

  • BA (Hons) International History and International Politics

In the spotlight

The proudest moment of my career was:

Becoming a Fellow of the PFS.

The three things I love most about my job are:

Meeting new people, reassuring clients, and knowing that you’ve improved someone’s circumstances (whether that’s financially or by providing peace of mind).

The types of people I most enjoy working with are:

Clients who need long-term planning support and reassurance, making the complex simple.

Our team

When you’ve been doing financial planning as long as our specialists have, it’s second nature. Here’s where you can get to know each of us a little better.

Meet our full team

Andrew Day Principal Financial Planning Director
Daniel Gordon Principal Chartered Financial Planner
Edward Ainley Chartered Financial Planner
Andrea Dingsdale Head of Operations
Mike Webb Client Support Administration Manager
Sarah Rowson Senior Paraplanner
Nikki Shields Client Support Team Leader

Resources

Sharing is caring. That’s why we regularly pass on our financial wisdom through posts, guides, videos, and more. Take your first steps to better money know-how here.

View all resources

05 November 2025 2 fantastic ways to invest for children and help set them up for life Read further 05 November 2025 As Inheritance Tax investigations soar, here’s how to avoid HMRC scrutiny  Read further 05 November 2025 Is there an AI bubble? Is it about to burst? Your questions answered Read further 15 October 2025 Your Q3 2025 global market update Read further

Let’s do this

Whenever you’re ready for a helping hand, send us a message. One of our friendly team members will be in touch to discuss how we can make your financial situation better.

0161 8080200

[email protected]

    Contact us
    Depledge Strategic Wealth Management
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.