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.