Moran Private Client Practice
Principal Partner Practice of St. James's Place Wealth Management
“David has provided advice and guidance to me for several years now, making and saving me considerable amounts of money. His integrity, application and understanding are top rate and I would recommend him highly.”
“We live in a world of information overload. Advice comes from multiple sources and is often conflicting. In a world of increasing complexity, I seek simplification and advice from a single, trusted source. David provides exactly that, and does so with charm and patience!”
Simon Sherwood, Retired Advertising Chief Executive
“David Moran working with SJP Wealth Management has been my (and my family's) personal adviser for over 20 years. During this time I have always found him to be knowledgeable, approachable and unfailingly helpful in all matters of investment and tax planning.”
David Gallick, Retired Company Director
“Having used David’s services for over 25 years we view him as part of the family, assisting us in maximising the growth of our capital, keeping taxes to a minimum, whilst introducing new ideas to retain wealth in the family for the future. The decisions are ours but the ideas are normally his.”
Colin & Georgia Osborn, Retired, Surrey
“I was introduced to David about 6 years ago and his grasp of what was a challenging issue was clear, calm and reassuring. The performance of the products David recommended has been outstanding. I value David's opinion across a range of financial issues, and look forward to our update sessions.”
David Adams, Consultant
“From the outset David has been very personable and we have quickly built a strong rapport and trust. David has a thoughtful approach in his engagement and has been exceptionally helpful in identifying and focussing on my priorities. David (and his team) are very accommodating and have provided a personal and seamless service.”
“David Moran is both extremely professional in his approach for our family financial planning and understanding of our requirements. I always feel comfortable in referring friends to him.”
Stephen Foss, Partner - Merlin Partners LLP, London
“David's service is impeccably professional, highly efficient and I would unhesitatingly recommend David.”
“I have worked with David for many years. He has been consistently helpful in providing advice about asset allocation and diversification, investments, general tax, retirement, trust* and estate planning. He is always totally professional and objective in his opinions. He is very responsive and as independent as one could be whilst tied to a financial services provider. His team are extremely efficient and friendly.”
Retired Investment Banker, Surrey
“David has been advising me for nearly 20 years and in all that time I have never felt hassled into, or done, anything that I did not want to do or that was not fully explained to me. I have always felt that David's driver has been to help my wife and I in our financial health and well being. In that 20 years there have been several times where I have chosen not to work and have not been earning and David has shown the same help, interest, and consideration as he has in the times I have been earning well. His calming manner and well thought out and articulated views are always very welcome.”
Retired Investment Banker, London
“David has been extremely helpful to me in managing my financial investments and in adjusting to my changing circumstances. He is professional and knowledgable and has a manner and style which I find very easy to work with. He is always responsive without being purely reactive and is persuasive without being pushy.”
Investment Banker, London
“David Moran at St. James's Place has provided me with investment advice for more than 10 years. He is able to keep track of my affairs and help guide me on a proactive basis. The service is centred around regular meetings at which he produces a useful portfolio update on which discussion revolves. Whilst keen to be proactive he avoids the 'hard sell' which is much appreciated.”
Retired Managing Director - RBC, London
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
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 Private Client Practice is a trading name of David Moran & Partners LLP. David Moran & Partners LLP is a Limited Liability Partnership registered in England and Wales, Number OC352776. Registered Office: 30 Lombard Street, London, EC3V 9BQ, United Kingdom. View the Members of David Moran & Partners LLP.