Orann Coyle - Chartered Financial Planner

Orann is a Chartered Financial Planner (APFS) and provides Wealth Management and Financial Planning Advisory services UK wide for highly complex, high net worth clients including intricate investment, pension, trusts and estate planning. In addition to Financial Planning qualifications (DipPFS, CERTPFS & EFA), Orann has had a strong educational background including award winning undergraduate studies in Accounting and an MSc in Investment Analysis and Risk Management, coupled with education in portfolio management via the University of Geneva. OC Wealth Management, providing a restricted advice service on Investments, Pensions, Protection, IHT, Estate Planning and Corporate Financial Planning. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. The Partner Practice 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. OC Wealth Management is a trading name of OC Wealth Management Ltd.