Lorcan Heenan
Lorcan graduated Ulster University in 2021 with a First Class Honours in Finance and Investment Management. Lorcan joined St. James's Place at the end of 2021 working in the administrative and paraplanning teams, developing a better understanding on best practices within wealth management and financial planning.
Since then, Lorcan has progressed through the St. James's Place Financial Adviser Academy where he has combined personal study and first-class teaching to complete all professional exams. This led to appointment as a Financial Adviser on the 8th of September 2022 – building on this, Lorcan will continue studying toward Chartered Financial Planner status in the coming years.
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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
