Financial Planning &
Wealth Management

Whatever your personal financial goals, there is no substitute for expert planning to help you realise your financial objectives.

Our investment in quality people means that we have a wealth of expertise at our fingertips.

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.

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.

MHA Moore and Smalley is proud to be listed in the Financial Times Adviser Top 100 Financial Advisers 2021. This prestigious list provides a snapshot of some of the best financial advisory firms in the UK.

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.

What services do you offer?​

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

certificate 2

Inheritance Tax Planning

hand money bag

Integrated Tax Planning


Investment Planning


Lifetime Financial Planning

Group 3310

Maximising Investments

Group 3311

Mortgage Raising

Group 3292

Offshore Planning

Group 3288

Pension Planning

Property Purchases

Protecting Your Income

Retirement Planning

Wealth Management

Enter your details for more information

If you’d like to find out more about our Financial Planning service , enter your details below and we’ll be in touch.