Partner Practice of St. James's Place Wealth Management
Joining Moran Wealth Management as a Trainee Paraplanner marks the start of a new career direction for me, and I’m looking forward to the prospect of new challenges and a steep learning curve ahead.
Part of the team since October 2019, I’m learning every day, whilst also providing technical support to the Practice. After sitting my R01 (Financial Services – Regulation and Ethics) exam in late 2019, I will join the St James’s Place Paraplanner Academy in January 2020 to begin their accredited 12 month training programme. Upon graduation from the Academy, I’ll be fully qualified to support Nicola and help provide a seamless ongoing planning experience for all of our clients.
Before starting my career in financial services, I qualified with an HND in Cultural and Visual Art; ran my own business; and returned to university as a mature student to complete a BA in Landscape Architecture. Creative, ambitious and supportive by nature, I’m delighted to be part of the team at a respected local business like Moran Wealth Management.
Outside of work I like to spend time with my family. I enjoy the great outdoors, especially fishing, walking and sketching, also the odd game of snooker and playing my guitar.
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: 26 Church Street, Lochwinnoch, Scotland, PA12 4AD, United Kingdom.