Moran Wealth Management

SJP is a financial services company that has been dedicated to empowering individuals and families to make informed and confident financial choices for many years. Our mission is to solve problems for people from all walks of life, and we take great pride in building long-term relationships with our clients.

At SJP, we understand that every client is unique, and we never provide 'off the shelf' solutions. We believe that building a strong financial future starts with understanding our clients' priorities, goals, and circumstances in detail. This enables us to provide personalized and tailored advice that helps our clients make informed decisions about their financial future.

Our Values

SJP is a family company at heart, built on real family values. We believe in treating every client with the same care, respect, and attention that we would our own family members. Our values are at the heart of everything we do, and we strive to uphold them in every interaction with our clients.

• Honesty and Integrity: We believe in being transparent, honest, and upfront with our clients at all times. We never make promises that we can't keep, and we always act in our clients' best interests.
• Empathy and Understanding: We understand that financial matters can be complex and overwhelming, and we strive to provide our clients with the empathy, understanding, and support they need to make informed decisions.
• Expertise and Professionalism: We believe in providing our clients with the highest level of expertise and professionalism at all times. Our team is committed to ongoing learning and development, and we stay up-to-date with the latest trends, regulations, and best practices in the financial industry.

Our Services

At SJP, we offer a wide range of financial services designed to help our clients build a stronger financial future. Our services include:

• Financial Planning: We work with our clients to create a comprehensive financial plan that takes into account their priorities, goals, and circumstances. Our financial planning services include retirement planning, estate planning, tax planning, and cash flow management.
• Investment Management: We provide our clients with customized investment portfolios designed to help them achieve their financial goals. Our investment management services include asset allocation, security selection, and ongoing portfolio monitoring and rebalancing.
• Risk Management: We help our clients protect themselves and their loved ones from financial risks such as disability, death, and long-term care. Our risk management services include life insurance, disability insurance, and long-term care insurance.
• Tax Services: We provide our clients with tax planning and preparation services designed to minimize their tax liability and maximize their after-tax income. Our tax services include income tax planning, estate tax planning, and tax return preparation.

At SJP, we believe that building a strong financial future requires a partnership between our clients and our team. We are committed to providing our clients with the highest level of service, expertise, and support, and we look forward to working with you to help you achieve your financial goals.

Meet the Team

At SJP, we believe that our team is our greatest asset. Our team is made up of experienced and knowledgeable financial professionals who are committed to providing our clients with the highest level of service and support. We believe in building long-term relationships with our clients, and we take the time to get to know them, their priorities, and their goals.

Our team includes:

• Nicola, our lead financial advisor, has been providing financial advice and support to individuals and families for many years. She has a wealth of experience in financial planning, investment management, and risk management.
• Martin, our controls adviser, is an expert in tax planning and preparation. He has been helping our clients minimize their tax liability and maximize their after-tax income for many years.
• Carol, our child development officer, is an experienced financial planner who specializes in helping families plan for their children's education and future.
• Alan, our marketing director, is an expert in investment management and portfolio construction. He has been helping our clients build and manage their investment portfolios for many years.

Testimonials

Don't just take our word for it - hear what our clients have to say about working with SJP:

"Nicola's knowledge and professionalism inspires confidence which has been backed up by excellent returns on my investments. However, it is when the unexpected happens that you fully appreciate the personal service Nicola and her team provide." - Martin Gillies, Controls Adviser, Norwich

"Nicola has helped me build a plan for retirement by taking time to understand my priorities and circumstances in detail. The service and advice provided have been exceptionally good. I would recommend her without hesitation." - Private Client, Marketing Director, Dunfermline

"Nicola and her team have provided consistently sound and worthwhile advice which was invaluable to our decisions about our retirement planning. Happy to recommend her sound advice & services to anyone." - Alan Hook, Houston