About us

We are a firm of independent financial advisers who strive to set ourselves apart from others.

Professionalism, independence, service, quality of advice and financial strength are all areas which we feel a client should consider before committing to a working relationship with an independent financial adviser.

The provision of independent financial advice has its responsibilities, all of which we take very seriously. We are fully aware that any advice given, and subsequent decisions taken, will affect people's lives forever.

We also recognise that people approach and independent financial adviser for advice and not just to be given a range of choices. As such, we will explain the decision making process and outline the reasons and benefits of every action that we recommend.

Our commitment to you

We view the provision of financial advice as a profession which encompasses much more than providing an advisory service.

All of our advisers have been in the financial services industry for many years and are professionally qualified. In addition, they are all dedicated to continuous professional development.

For more information please visit our website or contact us using the following details:

Moore Stephens Chartered Financial Planners
The Coach House
Kelston Park

T: 01225 788088
F: 01225 788070

Moore Stephens Chartered Financial Planners is the trading style of Moore Stephens Bath Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered in England No.3833992. Registered office address: 30 Gay Street, Bath BA1 2PA. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Conduct Authority does not regulate taxation and trust advice, school fees planning and some aspects of buy to let mortgages and foreign currency mortgages.