“FPC’s clients are generous, hardworking, good people and there’s nothing more rewarding than knowing you’ve had a positive impact on their lives.
I enjoy helping people and thankfully I’m surrounded by like minds. That extends into our commitment to support our community and to help our clients with their own philanthropic efforts.
I have a natural inclination to take charge and make things happen and I enjoy working closely with other professionals who are similarly focused on serving their clients’ needs.
And last but definitely not least, I’m honored to be leading one of the best financial planning teams in the UK.”
Following a career in the Pharmaceutical industry, Moira joined FPC in 1987, just in time for the stock market crash of that year. She has over 30 years of experience in helping FPC’s clients to achieve their financial and life time goals.
Moira’s specialisms include business succession and exit planning, investment and tax management, inter-generational estate planning and philanthropy.
An early advocate of financial planning, Moira is a founder member of the Institute of Financial Planning (which has since merged with the Chartered Institute of Securities & Investment).
Moira’s professional qualifications include:
Chartered Financial Planner
MBA Liverpool Business School
Associate of the Personal Finance Society
As Managing Partner, it is Moira’s responsibility to lead the team and to ensure that FPC’s values are instilled in new members as the firm continues to build a robust and sustainable business that can serve its clients and their families over the next 30 years.
Moira is also responsible for FPC’s overall corporate governance and is part of the firm’s Investment Committee for providing guidance on investment strategy across the firm.
All of FPC’s clients have a dedicated adviser responsible for their care. Moira takes responsibility for those with complex needs such as business owners and high net worth families where an intergenerational relationship is important.
When she’s not working, Moira spends time trekking between her two daughters at opposite ends of the country. She’s a keen theatre-goer and foodie, big fan of Master Chef and Bake Off (usually watched whilst being fed by her super-chef hubby) and enjoys power walking and occasionally running to work off the pounds!