Melissa Moore
Chartered Financial Planner, FPFS
Melissa joined Future Wealth in 2017 with a career in Financial Services stretching back over 20 years. Then with her Chartered Financial Planner and Fellow status, proves she is qualified to the highest level in the industry. With this standing being widely regarded as the 'gold standard' for financial advisers.
Melissa has expertise in a vast range of Financial Planning areas and enjoys helping a wide variety of people at different stages in life. Making a difference both now and assisting with future goals be that a house purchase, business growth/exit strategies, retirement planning or planning potential care.
In her spare time, she enjoys trips to the theatre especially musicals and fun days out with her husband and two boys.
Please note that advice with regard to planning for later care needs and exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
