Lora Moeller
Client Services Manager
Professionally
Lora has worked in financial services since 2012.
Her role is to support the client service team across the whole business.
Lora enjoys being people-centred and focuses on the wellbeing of the team to ensure CSW delivers the highest standard of client outcomes working in conjunction with their financial planners.
In her past experience, Lora joined a London-based firm in IFA, JDP, where she was acquired by Punter Southall Aspire and finally joins Craven Street Wealth in 2024.
Lora believes Craven Street Wealth is a progressive and proactive company that prioritises their clients.
She brings high energy and enthusiasm along with a wealth of industry knowledge.
Personally
Professionally, Lora is working towards her goal to become a CMI in Chartered Management.
In her personal time, Lora loves watching and following rugby.
Lora in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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