Jonathan Cotty, Chartered FCSI
Director
Jonathan has over twenty years' experience in financial services, having first qualified as a financial adviser back in the 1990's. Jonathan spent several years in the City, specialising in retail (private) clients whilst learning and practicing the art of investment management, utilising a range of different instruments and assets. Jonathan has worked alongside leading fund management teams and his last position in the City was as Head of Trading at a boutique retail client firm in Liverpool Street. Since returning to work as an independent financial adviser, Jonathan has sat on the Investment Committee at two financial planning practices, one of which won the national ‘Portfolio Adviser Gold Award’ in 2017 for outstanding investment returns within the boutique category. Jonathan is qualified to the highest level of Chartered and has held a Fellowship of the Chartered Institute for Securities and Investment (CISI) since 2018.
"We understand the importance of creating you a bespoke financial plan, recommended without bias and with the sole purpose of meeting your aspirations."
Chloe Cotty
Operations Director
Chloe commenced working in Financial Services in 2006, initially assisting with the packaging of differing types of mortgage. Chloe then spent time working in a sales support role within a multinational corporation and was internally promoted to work as Executive Assistant to the Trading Director. Chloe took some time out to start a family in 2016, after which time she worked on a freelance basis. Chloe has since assisted entrepreneurs and small businesses with the growth and management of their expanding Operations departments and advised with respect to the management and oversight of their growing administrative duties.
"At Moor IFA, we aim to offer you peace of mind because you understand our processes and we understand you."
Rory Luxton
Financial Services Administrator Apprentice
Rory commenced working with us in 2024 as a Financial Services Administrator Apprentice and is being supported in his learning through the market-leading financial services training provider, Simply Academy. He recently completed the first exam, Financial Services, Regulations and Ethics (RO1) and is now continuing his studies to become a fully fledged financial adviser! Alongside studying for his financial services qualifications, Rory is responsible for a range of administrative functions within the firm and is likely to be the first point of contact for new enquiries. Rory lives locally in Okehampton and has previously been heavily involved within the Devon Army Cadet Force, reaching the rank of Company Sergeant Major.
"I attended many training courses at the weekend and evenings which taught me discipline, health and safety procedures and to lead a team as well as follow instructions."
