Professional Biography
I'm driven by the differences we can make to our clients' lives.
How do you describe what you do?
Taina Moran is a Chartered Financial Planner in Edinburgh, specialising in divorce, retirement, and intergenerational planning. She helps clients make informed decisions for lasting financial wellbeing and peace of mind.
What's next for you professionally?
working closely with clients and their advisers to support informed decisions that secure long-term financial wellbeing, retirement confidence, and peace of mind across generations.
What's the best piece of advice you've ever been given?
Listen more than you talk
What's an experience with a client that's stuck with you?
Helping clients pass wealth down the generations can ease financial pressure—lifting burdens from families facing mortgage stress and the rising cost of raising children.
How did you start off in your career?
As a stockbroker and financial planner in the Financial Crisis of 2008
What's your area of expertise?
I help individuals through divorce and separation, offering clear, empathetic advice. As a financial neutral, I support clients to make emotionally complex decisions with my technical expertise and personal insight.
Where do you get your inspiration to embrace what's next?
From my 2 daughters who always challenge me
What's your favourite thing about your role?
Helping people at a really emotional time to navigate their way through it and make the right and informed decisions
What's next for you personally?
Continuing to keep up with the fast pace changing world
Do you have a significant experience that your clients would want to hear about?
Extensive experience working with private client lawyers on estate planning and with family lawyers on divorce, using cashflow modelling to sense-check and negotiate financial settlements.
Where's your favourite place to meet with your clients?
Over a coffee
When you're not at work, what's your favourite thing to do?
A good lunch on a snowy mountain with my daughters
Why does my role as a wealth manager matter?
Because we make a difference to people's lives
What qualifications and memberships do you have?
- BA
- FPFS
- CERTS CII (MP&ER)