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In an environment of complex and changing legislation, volatile markets and opaque fee structures, many people are looking for a more transparent and disciplined approach to financial planning.
Providing a bespoke and personal financial planning service requires complete understanding of our clients’ financial position and their objectives for the future. We recognise that each individual’s needs are unique.
Our consultation process ensures that we gain a full understanding of their requirements before providing any advice. We strive to maintain our exceptional service standards and are proud of our long-standing client relationships. We continually review, and seek to improve, our services to maintain our position at the forefront of the wealth management and financial planning profession.
Assisted by an experienced team of support staff, our advisers are qualified to the highest levels and are able to offer tailored advice on all our clients’ needs, ranging from reviewing existing investments to setting up new portfolios.
We also advise on and implement tax and inheritance tax planning structures. As a client of the Wealth Management Division, your tax and financial planning requirements are our priority. The exceptional level of ongoing service is complemented by having a minimum of two members of the team dedicated to each clients’ financial affairs.
What makes us different
In addition to the fact that our advisers are experienced and highly qualified, and that our advice process is both bespoke and robust, being independent means we have no ties to any pension or insurance provider (or indeed any investment company). This allows us to continue to offer truly independent investment, tax and financial planning advice, whilst being fee-based allows us to confirm to clients in advance the cost of the work to be undertaken and clarifies the potential impact of charges on any investments.
Our technical knowledge and level of expertise are second to none, however, more importantly, we explain our advice both verbally and in writing in a clear and coherent fashion. As part of Moore Stephens LLP, we can provide you with the comfort and knowledge that we have access to a vast array of expertise in all areas of personal and business finance.
For more information contact Steve Murphy using the following details:
Moore Stephens LLP
Moore Stephens is a Limited Liability Partnership (Moore Stephens LLP) registered in England & Wales with registered number OC313071. Registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. The registered office of the LLP is at 150 Aldersgate Street, London, EC1A 4AB.
Authorised and regulated by the Financial Conduct Authority for investment business. An independent member firm of Moore Stephens International Limited. VAT Registration No. 243 5486 55.
© Moore Stephens UK