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Finnan joins Luna IM with 18 years of investment experience having managed a diverse range of portfolios for individuals, SIPP/SSAS and Trusts. Paul began his career at James Brearly & Sons in 2006, working his way up to regional office manager. Following this he spent nine years at Brown Shipley as an Investment Manager and most recently, prior to joining Luna, he spent almost three years at Charles Stanley. He becomes a member of the Luna Investment Committee and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Paul Finnan, Senior Investment Manager, said: “The opportunity to join the Luna IM team with whom I share the same core values, namely maintaining client connections whilst providing personal flexible and proactive investment management strategy, was key in my decision to join. Luna is 100% focused on the client relationship and outcomes and I’m excited to add my experience to the team.”
James Carter, Director of Luna Investment Management, said: “It’s been a fantastic year of growth for the business and outcomes for our clients. Adding Paul to the senior management team further strengthens our offering.”
Luna Investment Management, which is located in Spinningfields in Manchester, provides bespoke investment solutions to a range of clients throughout the UK. Through agreements with providers and advisers, these tailored investment services are available within personal and corporate accounts, charitable foundations, trusts, pensions and offshore bond structures.
Contact Info:
Name: Andrew Durkin
Email: Send Email
Organization: Luna Investment Management
Website: https://lunaim.com/
Release ID: 89147248
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