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Jenny

Adviser
Age
46-65
Nationality
British
Civil status
Kids
Passionate about
Helping people reach their goals
My family
The planet and making a difference
City, Country
London, GB
Jenny Moloney
I'm your right coach/adviser because
I am based in London and enjoy working with a wide variety of clients including those that run their own businesses and families that wish to focus on intergenerational planning.
I can support you in the following:
Specific investment advice, e.g. build/manage an existing portfolio
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help to set-up or sell a business
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Skills & Qualifications
Company name Challoner Wealth Management Ltd
Function / Role Partner
Place of work Other
Years of experience 10 - 20 years
CII Diploma
Regulatory (FCA) Authorized: Yes
Reference Number 594696
Contact me

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.

Eight Wealth Management Ltd  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
www.sjp.co.uk/product.