Richard Moor FPFS AIFP
Richard Moor is a Chartered Financial Planner at Moor Investment Services in Paddock Wood, near Tonbridge in Kent providing bespoke financial planning solutions to both private and corporate clients.
Moor Investment Services is an independently owned and family run team of independent financial advisers providing specialist investment services and comprehensive financial advice and wealth management to private clients and companies.
Based near Tunbridge Wells, Richard Moor is an Independent Financial Planner providing expert and tailored financial advice throughout Kent, Sussex and London. The bespoke financial planning service he provides specialises in savings & investments, pre and post retirement advice, tax planning, as well as personal financial protection, and inheritance tax planning.
The service I offer my clients is personal and is exactly that, a service. I have built a reputation founded on the utmost integrity, trust and professionalism which is borne out by the testimonials that can be found on my website."
Richard Moor has worked in financial services for 38 years advising clients directly for the last 28 of these. He is a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the PFS. The achievement has only been obtained by a very small percentage of advisers operating in the UK. Along with the Fellowship, Richard Moor is a Chartered Financial Planner and an Associate of the Chartered Institute for Securities & Investment.
With well over 30 years financial services experience, Richard Moor has built a breadth of knowledge across the wealth management and retirement planning fields as well as all aspects of financial planning and retail banking.
Richard Moor prides himself on maintaining exceptional up to date knowledge and qualifications and excellent customer service and this is borne out by the number of clients that have remained loyal to him over a long period of time. He provides ethical, professional advice to clients all over the South East of England and the London area.
Jane Moor CertPFS, Director
Jane has worked in the financial services industry for 36 years and has spent the last 26 of these working with Richard. Although Jane has been an adviser herself, she now takes care of the day to day running of the office and is the company's Compliance Officer. She is... Read more »
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:
What Our Clients Say
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
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
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