Welcome to Moor Investment Services
As Independent Financial Advisers (IFA) based in Paddock Wood near Tonbridge and neighbouring Royal Tunbridge Wells, we have over 30 years of experience in dealing with every aspect of financial planning and can advice on Saving and Investing, Planning for Retirement, Tax Planning as well as Personal Protection and Inheritance Tax Planning.
We are a family company, established by husband and wife team Richard Moor and Jane Moor. Richard is not only a Chartered Financial Planner, but also a Fellow of the Personal Finance Society (PFS), providing independent financial advice to both private and corporate clients in all areas of financial planning. We are committed to providing unrivalled financial advice aimed at helping you build, manage, protect, and distribute your wealth in a strategic and tax efficient manner.
We offer a unique tailored approach to financial management, providing high quality financial advice which is completely independent, and draws on our years of experience in financial planning. Our clients benefit from receiving local, trusted, and knowledgeable advice; we offer truly independent financial advice covering the entire spectrum of financial products, working closely with you to build a long-term relationship that identifies the best solutions to meet your financial goals.
Looking for some friendly financial advice?
If you're looking for independent financial advice to help meet your current needs and future aspirations then we're always happy to discuss how we could help you.
Our Service
Whether your financial aims are on a personal or corporate basis, the major financial decisions that you make will have significant and life changing consequences. We deal with every aspect of financial planning including Saving and Investing, Retirement Planning, Tax Planning as well as Personal Protection and Inheritance Tax Planning.
Read More ▶Our Approach
We are very different from many other financial advisers and wealth managers. Part of what makes us different is our clear commitment to fully understanding your financial goals at the very outset, continually working with you to build a relationship in order to achieve your specific financial objectives and goals.
Read More ▶Why choose a IFA?
Financial planning involves considering and planning for a broad range of current and future financial needs. A financial adviser, such as ourselves, have the training, knowledge and expertise to design a personal financial plan for you and, most importantly, keep it up to date as legislation and your circumstances change.
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