James Phelps's Colleagues at Moran Wealth Management Ltd
James Phelps's Contact Details
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Moran Wealth Management Ltd
James Phelps's Company Details
Moran Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management.We're experts in Wealth Management, but that doesn't mean money is all we care about. First and foremost, we're interested in people. Our success is your success: we take the time to understand your situation, then draw on our years of expertise to design recommendations built around you and your needs, now and in the future. Whether that means a portfolio of well-managed assets: an intelligent exit strategy; a comfortable retirement; a strong legacy for your family or an end to uncertainty and worry, you can rely on us for expert, no-obligation advice that will help you get on track for a stronger, more confident future. Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place. Moran Wealth Management Ltd 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 title 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Moran Wealth Management is registered in Scotland, Number SC369283. Registered Office: 26 Church Street, Lochwinnoch PA12 4AD, United Kingdom.