Moran Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
As a Chartered Financial Planner, my job is never ‘just’ about managing money: it’s about working with individuals, supporting them towards their life and business goals, and empowering them to take control of the things that really matter to them. That’s what drew me to my career in wealth management in the first place, and every day, through my work, I’m inspired by the variety of people that I meet.
As the cofounder and Director of Moran Wealth Management, I have built my business around my commitment to real, lasting relationships. We focus on solving problems for clients, always with a plain-English approach and no financial jargon. Every individual’s situation is different, and I work with entrepreneurs, investors and people from every walk of life, taking the time to understand their story and circumstances so that I can support them towards financial choices that are ‘right’ for them.
I take a coaching approach to my work with clients, because I believe it’s important that everyone should feel as well-informed and empowered as possible when making the decisions that determine their financial futures. I’m passionate about the power and importance of education, both formal and informal, and I hope that I will never stop learning: I’m proud to say that I achieved my first degree at Art School before building my career in the financial services. Today I am a Chartered Financial Planner, a full Partner of
St. James’s Place Wealth Management, a Fellow of the Personal Finance Society, an accredited Society of Later Life Adviser, and currently working towards a Masters Degree in Wealth Management at Loughborough University.
With almost 20 years experience in financial services, I work with individuals and business owners from all backgrounds, from confident investors to those who are taking control of their finances for the first time.
Outside of the office, I’m a busy mum of three. My love for theatre and the arts has never left me, and I love experiencing new things, places and cultures; reading a good book; visiting buildings – especially bridges and churches – as well as getting outdoors with my beagle, Lottie, and spending time with close friends.
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.