Welcome to Moor Investment Services
As Independent Financial Advisers (IFA) based in Paddock Wood near Tonbridge and neighbouring Royal Tunbridge Wells, we have over 30 years of experience in dealing with every aspect of financial planning and can advice on Saving and Investing, Planning for Retirement, Tax Planning as well as Personal Protection and Inheritance Tax Planning.
We are a family company, established by husband and wife team Richard Moor and Jane Moor. Richard is not only a Chartered Financial Planner, but also a Fellow of the Personal Finance Society (PFS), providing independent financial advice to both private and corporate clients in all areas of financial planning. We are committed to providing unrivalled financial advice aimed at helping you build, manage, protect, and distribute your wealth in a strategic and tax efficient manner.
We offer a unique tailored approach to financial management, providing high quality financial advice which is completely independent, and draws on our years of experience in financial planning. Our clients benefit from receiving local, trusted, and knowledgeable advice; we offer truly independent financial advice covering the entire spectrum of financial products, working closely with you to build a long-term relationship that identifies the best solutions to meet your financial goals.
Looking for some friendly financial advice?
If you're looking for independent financial advice to help meet your current needs and future aspirations then we're always happy to discuss how we could help you.
Whether your financial aims are on a personal or corporate basis, the major financial decisions that you make will have significant and life changing consequences. We deal with every aspect of financial planning including Saving and Investing, Retirement Planning, Tax Planning as well as Personal Protection and Inheritance Tax Planning.Read More ▶
We are very different from many other financial advisers and wealth managers. Part of what makes us different is our clear commitment to fully understanding your financial goals at the very outset, continually working with you to build a relationship in order to achieve your specific financial objectives and goals.Read More ▶
Why choose a IFA?
Financial planning involves considering and planning for a broad range of current and future financial needs. A financial adviser, such as ourselves, have the training, knowledge and expertise to design a personal financial plan for you and, most importantly, keep it up to date as legislation and your circumstances change.Read More ▶
What Our Clients Say
Richard has always taken the time and trouble to listen to my specific investment needs and I have been extremely grateful that he is, unlike most IFA's, not sales motivated.
Cooden, East Sussex
I have known Richard and Jane Moor for over 20years and would highly recommend them for all your financial needs. Two very discreet and trustworthy people. You will never be disappointed.
Richard and Jane were introduced to ourselves by our accountant to assist with pension planning. Their approach from the onset has been personal, yet totally professional throughout and we are delighted with the ongoing financial service they provide, leaving us confident to enjoy our retirement.
D.P. & M.S.
Richard at Moor Investment Services has been our financial adviser for a number of years. He has provided input on pension planning and given us investment advice. He has recommended thoroughly researched solutions which have proved invaluable.
D.G. & H.A.
Although our investment with Moor Investment Services Ltd is a small one, for us it has been a comfort to have a personal review each year with Richard. As we have no knowledge of the financial world, investing in this way means we do not have to worry about it.
Mr & Mrs. G.
Whatever your financial circumstances you can be assured of excellent, well researched advice from Richard and Jane. They are both highly experienced and knowledgeable but can explain things in 'layman's terms' if necessary and they are always friendly and personable.
Now that my husband is in a nursing home, your help with the financial side has been extremely welcome. I might add that the money that has funded his care is as a direct result of how our money was invested in the past from your excellent advice and skill.
Tunbridge Wells, Kent
Over a number of years Richard Moor has been my pension advisor. During this period he has provided me with accurate and independent advice, which has been very beneficial to my pension fund.
Mr. S.P. Cronan
Abaco Creative Consultancy
Moor Investment Services Ltd provided me with an extremely professional service, making the necessary effort to understand my personal and financial circumstances and combine this approach with a respect of privacy and lack of intrusiveness.
Hastings, East Sussex
Richard has taken all my financial worries away. No hours pouring over that tax return. I look forward to his visits, a cup of coffee, good advice - all sorted!
Tunbridge Wells, Kent