Loretta Mooney

Loretta Mooney Email and Phone Number

Chartered Financial Planner at Kellands (Hale) Ltd @
Loretta Mooney's Location
Hale, England, United Kingdom, United Kingdom
Loretta Mooney's Contact Details

Loretta Mooney work email

Loretta Mooney personal email

n/a
About Loretta Mooney

At Kellands we offer a complete range of Investment and Financial planning services to our clients. A conscientious and motivated Financial Planner with over 20 years experience in the Financial Services Industry. I have worked extensively with Doctors, Dentists, other professionals and their families in the provision of specialist financial planning advice.I am an honest and enthusiastic individual who enjoys working with people and providing financial advice and solutions in some of the more complex areas, such as Inheritance Tax and Trust planning through to corporate pension arrangements. A respected and personable individual who is an important member of the team at Kellands (Hale) Limited.The Kellands team and I all have extensive knowledge of the industry and market place. We deal with a myriad of interesting clients and situations ranging from major banks, the medical profession, small to medium sized companies as well as high net worth clients. At Kellands Hale we are recognised and respected for our strength in building long term client relationships and understanding the need for client loyalty achieved through a logical and ethical approach to financial planning and an entrepreneurial outlook for business.Kellands (Hale) Ltd have extensive links with leading experts and professionals around the UK supporting a two way added value relationship with the firm. These connections include; Accountants, Solicitors, Consulting Actuaries, Investment and Fund Managers and Lending Institutions. From the simplest to the most complicated case, we have a highly qualified and experienced team of talented Financial Advisers who work closely to create the optimum financial solution.

Loretta Mooney's Current Company Details
Kellands Hale Ltd

Kellands Hale Ltd

Chartered Financial Planner at Kellands (Hale) Ltd
Loretta Mooney Work Experience Details
  • Kellands Hale Ltd
    Financial Planner
    Kellands Hale Ltd Dec 2009 - Present
    Hale
    Kellands (Hale) Ltd is very much a Cheshire IFA, whilst being part of the long established and well respected Kellands group of Financial Advisers who operate nationally. We are independent in every aspect of our service and so we can advise our clients on the full range of financial, investment and insurance products and services available from the whole marketplace. Kellands (Hale) Limited offers a complete range of financial planning services, based in Hale, Cheshire, we have been awarded corporate Chartered Financial Planner status by the Chartered Insurance Institute. We create investment portfolios and tax planning solutions for clients both in Cheshire and across the UK. Our primary focus is to help clients meet their financial goals and therefore the life goals to which they aspire.As a firm we believe in working with other professional firms such as Accountants and Solicitors, as the combination of specialist skills leads to a more holistic approach to clients needs.I joined Kellands in 2009 I have a detailed knowledge of the NHS and superannuation pension schemes and give pension advice around all types of both corporate and individual pension arrangements. I also have specialist knowledge in Inheritance tax and trust planning.Kellands key services;• Independent financial planning and investment advice• Lump sum investment and tax planning• Inheritance tax mitigation• Retirement Planning• Corporate advice and employee benefits.
  • Chambers And Newman Financial Services
    Ifa
    Chambers And Newman Financial Services Apr 2003 - Dec 2009
    Stockport, United Kingdom
    IFA involved in recruitment, training, working with other professional introducers and providing seminars. Worked with the medical profession providing financial advice and planning to them and their families as a specialty.
  • Jardine Lloyd Thompson
    Ifa And Regional Sales And Development Manager
    Jardine Lloyd Thompson Apr 1996 - Apr 2002
    North West
    Provided full financial planning advice again specialising in doctors. Apart from working as a financial adviser held other posts such as Regional Training and Development Manager. Area Sales Manager and Regional Business Development Manager.

Loretta Mooney Skills

Pensions Retirement Planning Financial Advisory Inheritance Tax Planning Strategic Financial Planning High Net Worth Individuals Estate Planning Retirement Wealth Management Investments Financial Planning Income Protection Wealth Investment Advisory Protection Portfolio Management Investment Strategies Trusts Critical Illness Employee Benefits Asset Management Financial Advice Savings Funding Mortgage Personal Finance Long Term Care Risk Management Asset Allocation Annuities Financial Analysis Residential Mortgages

Loretta Mooney Education Details

  • Mmu
    Mmu
    Hnd
  • Hollies Fcj Convent
    Hollies Fcj Convent

Frequently Asked Questions about Loretta Mooney

What company does Loretta Mooney work for?

Loretta Mooney works for Kellands Hale Ltd

What is Loretta Mooney's role at the current company?

Loretta Mooney's current role is Chartered Financial Planner at Kellands (Hale) Ltd.

What is Loretta Mooney's email address?

Loretta Mooney's email address is lo****@****d.co.uk

What schools did Loretta Mooney attend?

Loretta Mooney attended Mmu, Hollies Fcj Convent.

What skills is Loretta Mooney known for?

Loretta Mooney has skills like Pensions, Retirement Planning, Financial Advisory, Inheritance Tax Planning, Strategic Financial Planning, High Net Worth Individuals, Estate Planning, Retirement, Wealth Management, Investments, Financial Planning, Income Protection.

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