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Partner, Chartered Financial Planner

Taina Moran

Financial planning

Experience

Taina Moran FPFS is a Chartered Financial Planner and Partner and has been with us for over 10 years.

Starting her financial career as a stockbroker she is now a Chartered Financial Planner, Fellow of The Personal Finance Society, Affiliate of the Society of Trust and Estate Practitioners and completed her Collaborative training in 2014 and is an active member of the Edinburgh Collaborative Pod.

Taina advises on separation, divorce, pre and post nuptial planning, pension sharing, retirement and estate planning. Her focus is to provide financial planning advice to private clients, their families, professional partners and business owners to help them to manage their finances and achieve their strategic objectives.

Taina uses cash flow analysis to help clients make informed decisions by understanding the context of the wealth, their income and expenditure and how this affects them now and in planning for future years.

She is passionate about providing financial advice to those going through divorce and separation at a very difficult time of their lives. Taina provides Expert Witness advice and reports as well as giving specialist advice to clients who are non UK tax residents and non UK domiciled.

 

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