Hermitage Financial Services was established in 2023 by James Moran with the goal of making our expertise easily available to our clients, regardless of the stage they have reached in life.
James has accumulated over 25 years of experience in Financial Services, offering comprehensive advice across the Mortgage, Pensions, and Protection sectors. Holding the international qualification of Certified Financial Planner CFP®, Qualified Financial Advisor (QFA), and an MSc in Financial Services from UCD, James has also held senior management positions with Bank of Ireland, First Active, and Ulster Bank.
At Hermitage Financial, we specialise in creating and managing financial planning, pensions, and investment strategies tailored to each client's circumstances. Our approach is flexible, ensuring plans can adapt as our clients' lives change. We assist in finding, comparing, and setting up mortgages for First-Time Buyers, Investors, Switchers, and those looking to build their own homes.