Moran Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
As Client Servicing Administrator, I am the first port of call for clients whenever they call, email or visit the Practice. I provide full administrative support for Nicola and Suzanne, and I make sure that vital information flows smoothly between our clients and our team.
I love the fast pace of life at Moran Wealth Management. As a mum of two and a small business owner, I have to be well organised and hard working, and I love to be busy – so my role as Client Servicing Administrator plays to all of my strengths, and I leave the office each day with a real sense of satisfaction and achievement.
I joined the Moran Wealth Management team in 2018, coming from a varied background in HR, Financial Services and Recruitment, as well as having set up and run my own business alongside my husband in recent years. Through all my career, I’ve always been passionate about organization and
providing the best possible customer service, and at Moran Wealth Management I have the opportunity to do both, in an industry I’ve always enjoyed. I’m learning new skills on a daily basis, and currently working towards my St. James’s Place Support Staff Accreditation.
I’m just as busy outside of the office as I am when I’m in it: I love renovating and decorating my house (I’m a Pinterest addict!), I’m a busy mum to two children and two dogs, and I still run my business with my husband. I love live music, good food, sunshine and great company.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Moran Wealth Management Ltd is registered in England and Wales, Number SC369283. Registered Office: 56 Grahamfield Place, Beith, North Ayrshire, KA15 1AY, United Kingdom.