Patrick Moore
Senior Financial Planning Manager @Santander UK
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WORK HISTORY
Senior Financial Planning Manager @Santander UK
Developed tailored financial plans for clients to achieve long-term financial security and tax efficiency.• Guided clients through key life events to help them reach their financial goals.• Collaborated with cross-functional teams to ensure comprehensive financial planning strategies were implemented effectively.
EDUCATION
Ulster University
2:1 Bsc (hons), retail marketing and consumer management
ABOUT PATRICK MOORE
Santander UK empowers financial success through personalized planning, leveraging my 10+ years of experience in retail and financial services. As a Senior Financial Planning Manager, my focus is on developing tailored financial strategies that align with client objectives, supported by CeMAP and CII Diploma certifications. My approach centers on collaboration to deliver sustainable growth and measurable outcomes for clients and stakeholders. By integrating banking expertise with strategic insights, Santander UK strengthens client relationships and enhances service delivery. My background in mortgage advisory and financial planning drives value through actionable solutions. Dedicated to empowering financial confidence, I aim to contribute to a forward-thinking, client-first financial ecosystem.
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