Meet The Team

  • Liam Moran

    Trainee Wealth Manager

    Liam has joined the Sovereign Wealth team after completing a degree in Banking and Financial planning from the University of Northampton.

    His degree, together with a passion for financial markets and investments, has allowed him to build a firm understanding of the wealth management processes.

    Liam plans to use his excellent people skills and professional approach to provide the best possible service to clients and to assist our wealth managers day to day.

    Liam is halfway through the Level 4 qualification in Regulated Financial Planning with the intention of completing the qualification in the near future and eventually progressing further on to Chartered status.

    In his spare time, Liam enjoys spending quality time with friends and family as well as keeping fit with boxing and football training.

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Sovereign Wealth Limited 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 Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.