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Our Approach

Our Approach | Moor Investment Services

We take the time to fully understand your financial objectives for you, your family or even your business before creating an appropriate investment structure to help you meet your needs today and aims for tomorrow.

By working closely with you to ascertain both your investment objectives and your attitude to risk from the outset, we will build a strategic range of investment solutions that allow you to make the most informed choices.

We want to build long-term relationships with our clients based on trust, integrity, expertise and service. This commitment is supported by our our clear commitment to fully understanding your financial goals at the very outset and continually working with you throughout our relationship in order to achieve your specific objectives.

Independent Advice

As Independent Financial Advisers, we are not affiliated to any particular company or product provider leaving us free to research the whole of the market when making recommendations to our clients. By using Moor Investments Services you can be certain that you are getting the very best product and service available for you from the whole of the financial market.

We will also ensure that you fully understand our recommendations and any fees involved and put them to you in writing before proceeding, so you can be confident that the only thing guiding our recommendations is what is your best interests.

 

Your Goals

We understand that our clients are not all the same. That is why we always treat our clients individually, offering bespoke solutions to your unique set of circumstances and goals. Many of our clients tell us that we are very different from other financial advisers and wealth managers and we believe that this is, in part, due to our clear commitment to fully understanding your financial goals and an ongoing obligation to building on our relationship in order to achieve your specific objectives.

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Your Life Stages

Whichever stage in life you have reached, sound financial advice and planning is vital. Financial planning is all about lifestyle. It's about protecting the lifestyle you currently enjoy, for yourself and your loved ones and it's about planning for the lifestyle you want to enjoy in the future. However, as you progress in life, the focus of your financial planning may change as your circumstances change. That's why you need to review your financial plan regularly, ensuring that it still suits your needs and objectives.

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Our Process

We believe it is important to have a structured approach towards developing a successful financial planning strategy and we follow a process aimed at achieving the best possible outcome for our clients in the most efficient manner possible. We aim to deliver a suitable solution that matches your individual needs, attitude to risk, tolerance for loss, timeline knowledge and experience. The key to our advice process are six essential elements:

  • No cost initial consultation
  • Understanding
  • Research
  • Planning
  • Implementation
  • Ongoing Review

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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.

Independent financial advice from a friendly, local IFA you can trust

Call us on:

01892 832 271

What Our Clients Say

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Certified Financial Planners

This website is designed to provide you with information only and does not attempt to give you advice on any particular area or to recommend any particular product to you. The information in this website is aimed at customers in the United Kingdom only.

Moor Investment Services Limited, Pinto, Chantlers Hill, Paddock Wood, Kent TN12 6LX   Tel: 01892 832 271
Registered in England and Wales Number 6525353
Moor Investment Services Ltd. is authorised and regulated by the Financial Conduct Authority - FSR number 540249

The value of the money you invest can go down as well as up and you may get back less than you invested.

IMPORTANT: Please Download & Print Out Our Initial Disclosure Document (IDD)