Today Luna Investment Management announced the appointment of Paul Finnan as Senior Investment Manager.
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% focussed 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.
As ever, if you have any questions regarding anything mentioned in the video please get in touch on 0161 518 3500 or email a member of the team.
This publication provides general information only and does not address individual needs. Articles are not advice and should not be fully relied upon. While efforts are made to ensure accuracy, information may become outdated. Seek professional advice before acting. We are not responsible for any resulting loss. Tax laws, rates, and reliefs may change, and their impact depends on individual circumstances. Investments can fluctuate, and past performance is not a reliable indicator of future results.
Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority. Luna Investment Management is registered in England. No 12280396