As a Chartered Financial Planner, my job is never ‘just’ about managing money: it’s about working with people. That’s what drew me to my career in wealth management in the first place, and every day I’m inspired by the variety of people that I meet.

I have built Moran Wealth Management around my commitment to real, lasting relationships. I take a coaching approach when I work with clients, because I believe it’s important that people should feel as well-informed and empowered as possible when making decisions that may determine their financial futures. 

I believe that it’s never too soon to start learning the basics of good money management, and through Moran Wealth Management I am committed to providing financial education opportunities for children and adults of all ages.  

On a personal level, I’m passionate about the power and importance of education at every stage of life, 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 Advisor, and in 2019 I was awarded a Masters Degree in Wealth Management from Loughborough University. I take every opportunity to invest in my own continual professional development and actively encourage the Moran Wealth Management team to do the same.  

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; getting outdoors and visiting buildings – especially bridges and churches – and spending time with close friends.