Loretta Mooney

Chartered Financial Planner

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.

Loretta Mooney - profile image

< Meet The Team

24 Victoria Road
Altrincham WA15 9AD
Work: 0161 929 8838

News & Views

May 18, 2022

The unmissable tax allowances and reliefs you can use in the 2022/23 tax year

As the cost of living crisis continues, making the most of your tax-efficient allowances is vital. Learn about the unmissable… Read more