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.
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