Moran Cree

Moran provides support to our Client Services Director, carrying out management level compliance responsibilities, supervisory duties and complex administration tasks.

Moran is responsible for supporting our Financial Planning Team to ensure that they deliver an excellent level of service to our clients.

Moran holds the Chartered Insurance Institute’s Certificate in Financial Planning, and is currently working towards achieving the Diploma in Financial Planning.

When Moran isn’t in the office, she enjoys meeting up with friends, going to the gym and visiting new places on her holidays.