Partner Practice of St. James's Place Wealth Management
As Practice Manager, I work closely with my colleagues to make sure that everything at Moran Wealth Management runs like clockwork. I’m a people person, and I take real pride in making sure that every one of our clients receives a totally bespoke service that they know they can trust and count on.
I’m relatively new to the world of finance, but I have over 20 years’ experience of managing and mentoring people. I was drawn to Moran Wealth Management because I felt I had something to offer: I could see Nicola’s passion for her work, and I knew I wanted to be part of this small team of great people, where I could really make a difference. In the past, my greatest satisfaction always came from seeing a long-term change for the better in people’s lives: now, at Moran Wealth Management, I love seeing the positive impact that our work has for our clients.
Since I joined the team in 2017, I’ve been learning at pace. I recently qualified as a St. James’s Place Accredited Practice Manager, and I’m now working towards my St. James’s Place Accredited Paraplanner qualification. Our business thrives on the quality of our client relationships and our product knowledge, and I’m building my knowledge of both, every day.
When I’m not working, I love visiting new places, at home and abroad. I like walking, being outdoors, and spending time with my family and 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.