Financial Planning & Wealth Management

Within our Financial Planning & Wealth Management department we have 8 Financial Planning Consultants, all of whom hold the Diploma in Financial Planning and four of whom are Chartered Financial Planners. Our consultants are supported by a 28 strong team of back office staff, including administrators, paraplanners and SIPP/SSAS/GPP specialists.

Our investment in quality people means that we have a wealth of expertise at our fingertips. Whatever your personal financial goals, there is no substitute for expert planning to help you realise your financial objectives.

We have a specialist personal financial planning department providing bespoke advice on a wide range of matters including retirement, investment, estate and protection planning and their associated tax issues.

As well as receiving a highly personalised service, clients also get a wide choice of investments and tax structures, enabling them to optimise their portfolio and expected returns.

We have built a strong reputation for our trust work and can offer a service to trustees which is second-to-none, ensuring that income and growth potential of the trust funds are maximised safely.

Our services include:

Inheritance Tax Planning
Integrated Tax Planning
Investment Planning
Lifetime Financial Planning
Maximising Investments
Mortgage Raising
Offshore Planning
Pension Planning – including Workplace Pension Reforms from 2012
Property Purchase
Protecting your Family
Protecting your Income
Retirement Planning
Wealth Management

To access your investment portfolio on the MHA Moore and Smalley Platform please click here.

MHA Moore and Smalley are authorised and regulated by the Financial Conduct Authority.

Covid 19 Pandemic

Following the recent Covid-19 pandemic we have developed a dedicated hub with the latest information to help sustain and support businesses during this challenging time. If you would like further information on a particular area then please get in touch with one of our specialists, or email info@mooreandsmalley.co.uk

Download our Year End Tax Planning Guide

Our Year End Tax Planning Guide summarises some key tax and financial planning tips which should be considered prior to the end of the tax year on 5 April 2020 or for companies, the end of the financial year on 31 March 2020.