Financial Planning & Wealth Management

Within our Financial Planning & Wealth Management department we have ten 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 an 24 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.