Orann Coyle
Managing Director @Oc Wealth Management Ltd
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WORK HISTORY
Managing Director @Oc Wealth Management Ltd
GB
EDUCATION
Chartered Insurance Institute
Diploma In Financial Planning, Financial Planning and Services
Liverpool Hope University
Accountancy and Business Management , Accounting and Finance
Queen's University Belfast
Master of Science - MSc, Risk Management and Investment Analysis
Chartered Insurance Institute
Advanced Diploma in Financial Planning, Financial Planning and Services
European Financial Planning Association
Diploma, Financial Planning and Services
Chartered Insurance Institute
Certificate in Financial Planning, Financial Planning and Services
Chartered Insurance Institute
Certificate, Discretionary Investment Management
University of Geneva
Portfolio and Risk Management
Chartered Insurance Institute
Certificate in Mortgage Advice , Financial Planning and Services
SKILLS
ABOUT ORANN COYLE
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. SJP Approved 03/02/2023OC Wealth Management is a trading name of OC Wealth Management Ltd.Facebook:
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