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Lorraine Wheeler

Client Services Director

Specialism: Trustees Private Client Trustees

Company: First Names Group

Location: St Helier, Jersey

Citywealth rating

4.375
Average: 4.4 (4 votes)
Fee Level:
4
Average: 4 (4 votes)
Quality of Advice
4.5
Average: 4.5 (4 votes)
Communications Skills
4.5
Average: 4.5 (4 votes)
Interpersonal Skills
4.5
Average: 4.5 (4 votes)
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Peer review:

Lorraine is an excellent trustee who works very hard not only to carry out her duties correctly but also to understand the families behind the structures. She is very knowledgable but also very easy and friendly to work with - particularly when things are becoming stressful.

25 Sep 2018

Private client review:

Lorraine is one of the top professionals that I deal with on a regular basis. Always ready to listen, act and make sure any matter is dealt with by her and her team swiftly and efficiently. She has a fantastic knowledge of the business. Teaching me a few words in Mandarin before going to China, was a wonderful surprise.

Mayssoun Habra    Y Asset Management LLP   
26 Mar 2018

Peer review:

Lorraine provides exceptional client service. She is super responsive, proactive and makes herself and her team available to deal with urgent matters and to provide a first class client experience. This is always done with the utmost integrity, a real interest in and understanding of their clients and a great sense of humour.

07 Feb 2018

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2017 

Lorraine Wheeler currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: Yes

First Names Group

Number of offices globally: More than 5

Lorraine Wheeler currently has no contact details

Peer review:

Lorraine is an excellent trustee who works very hard not only to carry out her duties correctly but also to understand the families behind the structures. She is very knowledgable but also very easy and friendly to work with - particularly when things are becoming stressful.

25 Sep 2018

Private client review:

Lorraine is one of the top professionals that I deal with on a regular basis. Always ready to listen, act and make sure any matter is dealt with by her and her team swiftly and efficiently. She has a fantastic knowledge of the business. Teaching me a few words in Mandarin before going to China, was a wonderful surprise.

Mayssoun Habra    Y Asset Management LLP   
26 Mar 2018

Peer review:

Lorraine provides exceptional client service. She is super responsive, proactive and makes herself and her team available to deal with urgent matters and to provide a first class client experience. This is always done with the utmost integrity, a real interest in and understanding of their clients and a great sense of humour.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Lorraine Wheeler currently has no reviews

Emergency governance for estate after death of both parents

Lorraine assisted a family where the South American father and his second wife passed away at the same time while all children were based in the US. Lorraine assisted each of the children with tax advice, restructuring, internal family issues, and a claim from an illegitimate child and siblings from the second wife. Lorraine was able to restructure the initial trust into separate family and charitable trusts for each family member and ensure that all US reporting and filing was undertaken giving the relevant information for the beneficiaries to file.