Moran Private Client Practice

Principal Partner Practice of St. James's Place Wealth Management

Rachel Cole, Personal Assistant

Rachel is David's Personal Assistant and has worked for David since 1998. Rachel is the first point of contact if David is unavailable and provides client servicing support for all aspects of the business as well as dealing with new business submission, client queries and co-ordinating David's diary.

Tel: 020 7744 2474
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James Willmoth, Report Analyst

James joined us in March 2016 and is responsible for creating and updating client Asset Allocation Reports which David uses to provide an in-depth analysis of client requirements. He also works with Rachel & Sarah on the general servicing of clients' needs and requirements.
James is currently studying for his Diploma in Financial Planning.

Tel: 020 7744 2475
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Sarah Shaw, Senior Administrator

Sarah joined David's team in January 2017 and provides administration support across all aspects of the Practice, including business submission and client queries.

Tel: 020 7744 2425
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Richard Hunter Baker, Assistant

Richard has worked with David since 2000 and helps Rachel to co-ordinate David's diary and also assists with client events.

Tel: 020 7744 4822
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