We take the time to fully understand your financial objectives for you, your family or even your business before creating an appropriate investment structure to help you meet your needs today and aims for tomorrow.
By working closely with you to ascertain both your investment objectives and your attitude to risk from the outset, we will build a strategic range of investment solutions that allow you to make the most informed choices.
We want to build long-term relationships with our clients based on trust, integrity, expertise and service. This commitment is supported by our our clear commitment to fully understanding your financial goals at the very outset and continually working with you throughout our relationship in order to achieve your specific objectives.
As Independent Financial Advisers, we are not affiliated to any particular company or product provider leaving us free to research the whole of the market when making recommendations to our clients. By using Moor Investments Services you can be certain that you are getting the very best product and service available for you from the whole of the financial market.
We will also ensure that you fully understand our recommendations and any fees involved and put them to you in writing before proceeding, so you can be confident that the only thing guiding our recommendations is what is your best interests.
We understand that our clients are not all the same. That is why we always treat our clients individually, offering bespoke solutions to your unique set of circumstances and goals. Many of our clients tell us that we are very different from other financial advisers and wealth managers and we believe that this is, in part, due to our clear commitment to fully understanding your financial goals and an ongoing obligation to building on our relationship in order to achieve your specific objectives.
Whichever stage in life you have reached, sound financial advice and planning is vital. Financial planning is all about lifestyle. It's about protecting the lifestyle you currently enjoy, for yourself and your loved ones and it's about planning for the lifestyle you want to enjoy in the future. However, as you progress in life, the focus of your financial planning may change as your circumstances change. That's why you need to review your financial plan regularly, ensuring that it still suits your needs and objectives.
We believe it is important to have a structured approach towards developing a successful financial planning strategy and we follow a process aimed at achieving the best possible outcome for our clients in the most efficient manner possible. We aim to deliver a suitable solution that matches your individual needs, attitude to risk, tolerance for loss, timeline knowledge and experience. The key to our advice process are six essential elements:
- No cost initial consultation
- Ongoing Review
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