Moreno started his career in Financial Services over 36 years ago with CIS as a financial adviser and held several senior management positions.
He gained a wealth of experience in financial planning and asset protection over the years and had aspirations to build a company that put the client at the very heart of the operation. Moreno established Westbrook Financial Services Ltd with a team of like-minded professionals and together they have been looking after their clients’ money as if it was their own. The Company have recently attained Senior Partner Practice status with the majority of their client base being built on recommendations. Moreno specialises in Retirement and Investment Planning advice.
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) 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/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.