April 18, 2023
News
Leading South West accountancy firm Albert Goodman has appointed Lorraine Balcombe as a mortgage advisor to manage the firm’s newly launched mortgage service offering to new and existing clients.
Lorraine joins Albert Goodman armed with 25 years of financial services experience. She started her career 35 years ago as a trainee accountant, studied her AAT, and after nine years she transitioned to a career in financial services. Over the past 10 years, Lorraine has specialised in the insurance industry in areas such as life, critical illness and income protection. In 2016 she became a fully qualified mortgage advisor, working in both estate agency and in a brokerage background.
Lorraine has advanced her qualifications in both mortgage advice and protection over the years to allow her to offer a full service to her clients and guide them through the mortgage and protection process.
In her new role at Albert Goodman, Lorraine will offer her expertise to existing and new clients as an extension to the firm’s current service offering of accountancy, tax planning, corporate finance, private client and financial planning. It provides a great opportunity to leverage her experience with both residential and buy-to-let mortgages, including portfolio landlords and a house in multiple occupation (HMO’s). Lorraine will be based in Albert Goodman’s head office in Taunton.
I am excited to join Albert Goodman as it’s a firm I have long admired. Not many accountancy firms offer a mortgage service, so I’m thrilled to be invited to come and set up a brand-new practice. I very much see my role as a complement to the firm’s existing financial services available, but with scope to develop this service internally for staff and externally for our clients.
We’ve grown our service offering over the years to fit the demand we are receiving from our clients, and it feels like a natural fit to extend our current offering to include mortgages as it’s an area which is not only in constant demand but a fantastic extension to other areas like private client. This cements a one-stop-shop offering for our clients and I’m looking forward to spreading the word that we now have Lorraine on board as a true expert to handle mortgage requests.