Lorena Rebon
Client Services
Work
Lorena began her career in financial services with a strong interest in organisation, client service, and the inner workings of financial advice. Over time, she’s built up hands-on experience in administrative roles supporting financial planners, giving her a solid understanding of regulations, compliance requirements, and the importance of delivering high-quality client support.
She has progressed through her attention to detail, proactive approach and commitment to ensuring everything runs smoothly behind the scenes. She regularly supports the financial planners who work with a broad range of clients – from individuals planning for retirement to business owners and high-net-worth individuals.
Her role involves helping ensure their experience is smooth, professional, and well-organised from start to finish by managing the administrative side of the client journey with accuracy and care.
Her areas of expertise include liaising with product providers, maintaining accurate records on back-office systems, and ensuring all documentation is fully compliant. She’s confident handling sensitive information, managing multiple priorities, and supporting financial planners in delivering an efficient, client-focused service.
Rest and play
Lorena grew up in Spain and moved to the UK in 2020. She loves going back to visit family and spending time there whenever she can. In her spare time, she enjoys catching up with friends, getting stuck into a good Netflix series and making time for the things she loves.
Music, films, fitness and animals all have a special place in Lorena’s life and bring her a lot of joy.
We asked Lorena...
One question before you go…
How much is enough? Paul Armson’s new book explores that question not just financially, but in terms of our time, ambitions, relationships and the life we want to lead. We think it’s the perfect tool to help you get more from financial planning.
Fancy a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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