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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.

Richard & Jane Moor of Moor Investment Services

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.

True Potential

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.

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.

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 about Our Appoach.

Our Values

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.

Why choose an independent financial adviser?

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

Call us on:

01892 832 271

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This website is designed to provide you with information only and does not attempt to give you advice on any particular area or to recommend any particular product to you. The information in this website is aimed at customers in the United Kingdom only.

Moor Investment Services Limited, Pinto, Chantlers Hill, Paddock Wood, Kent TN12 6LX   Tel: 01892 832 271
Registered in England and Wales Number 6525353
Moor Investment Services Ltd. is authorised and regulated by the Financial Conduct Authority - FSR number 540249

The value of the money you invest can go down as well as up and you may get back less than you invested.

IMPORTANT: Please Download & Print Out Our Initial Disclosure Document (IDD)