About Moor Investment Services
At Moor Investment Services we provide independent financial advice to both private and corporate clients in all areas of financial planning. We are specialists in complex pension arrangements being able to provide advice where many others IFAs simply aren't qualified to. We are fully qualified and have the benefit of years of experience.
A Family Run Business
Moor Investment Services are a family run company, establised as Independent Financial Advisers (IFA) by Richard Moor FPFS, ASCI, Certs CII (MP & ER) since March 2008. Richard has worked in the financial services industry for 38 years advising clients directly for the last 28 of these.
Richard is a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the PFS and represents the highest professional standards of any of the financial planning credentials available today setting us apart from other financial planners. The PFS is the mark of excellence and is only issued to the most experienced Wealth & Financial Planners who have demonstrated their commitment to using only best practices and standards in financial planning.
Local, Trusted, Knowledgeable
Our clients benefit from receiving local, trusted, 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 exact requirements.
At Moor Investment Services, we aim to deliver consistently high standards and are committed to delivering an excellent customer experience to all of our clients. Many of our relationships with our clients have been forged over many years developing into many strong friendships.
Going independent doesn't mean you're going it alone. We also utilise a team of qualified support staff at True Potential who provide award winning technology to ensure that our client's details are held securely and allows you the ability to access current valuations of your portfolio, review performance, read important documents and communicate directly and securely with us. The True Potential group of companies was formed in March 2007 providing services to more than 22% of all UK advisers. The partners and management team at True Potential have extensive experience in UK financial services including advice distribution, investment management and applying effective systems to empower Wealth Management solutions. The True Potential team has won over 10 major awards in the financial sector.
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.
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 about Our Appoach.
At Moor Investment Services, we strongly believe we will add significant value to you or your company. Our business is built upon integrity, reliability, honesty and clarity. We take these values extremely seriously as our reputation depends on it.
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. Read more about Why choose an IFA?.
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.
Independent financial advice from a friendly, local IFA you can trust
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What Our Clients Say
Richard has always taken the time and trouble to listen to my specific investment needs and I have been extremely grateful that he is, unlike most IFA's, not sales motivated.
Cooden, East Sussex
I have known Richard and Jane Moor for over 20years and would highly recommend them for all your financial needs. Two very discreet and trustworthy people. You will never be disappointed.
Richard and Jane were introduced to ourselves by our accountant to assist with pension planning. Their approach from the onset has been personal, yet totally professional throughout and we are delighted with the ongoing financial service they provide, leaving us confident to enjoy our retirement.
D.P. & M.S.
Richard at Moor Investment Services has been our financial adviser for a number of years. He has provided input on pension planning and given us investment advice. He has recommended thoroughly researched solutions which have proved invaluable.
D.G. & H.A.
Although our investment with Moor Investment Services Ltd is a small one, for us it has been a comfort to have a personal review each year with Richard. As we have no knowledge of the financial world, investing in this way means we do not have to worry about it.
Mr & Mrs. G.
Whatever your financial circumstances you can be assured of excellent, well researched advice from Richard and Jane. They are both highly experienced and knowledgeable but can explain things in 'layman's terms' if necessary and they are always friendly and personable.
Now that my husband is in a nursing home, your help with the financial side has been extremely welcome. I might add that the money that has funded his care is as a direct result of how our money was invested in the past from your excellent advice and skill.
Tunbridge Wells, Kent
Over a number of years Richard Moor has been my pension advisor. During this period he has provided me with accurate and independent advice, which has been very beneficial to my pension fund.
Mr. S.P. Cronan
Abaco Creative Consultancy
Moor Investment Services Ltd provided me with an extremely professional service, making the necessary effort to understand my personal and financial circumstances and combine this approach with a respect of privacy and lack of intrusiveness.
Hastings, East Sussex
Richard has taken all my financial worries away. No hours pouring over that tax return. I look forward to his visits, a cup of coffee, good advice - all sorted!
Tunbridge Wells, Kent