Loretta Mooney

Chartered Financial Planner

Email Loretta Mooney

Loretta has almost thirty years’ experience in financial services, ten of which have been spent with Kellands. Working closely with professional connections including doctors, dentists, lawyers and accountants Loretta has a wealth of expertise, specialising in public sector service pensions.

Kellands recognises the importance of developing talent and Loretta is an integral part of this, mentoring and providing support to members of the team who are working towards qualifications. Loretta is also an Education Champion for the Chartered Institute of Insurers, a pro bono initiative that aims to deliver financial awareness to schools across the UK.

Away from the office Loretta enjoys pilates, running and travelling the world.

Loretta is the winner of the prestigious Financial Adviser of the Year - North West award at this year’s Women in Financial Advice Awards.

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24 Victoria Road
Altrincham WA15 9AD

Work: 0161 929 8838