Call us on 01892 832 271 or email info@moor4you.com

Client Info

Client Login

Our Team

Based in Paddock Wood in Kent, Moor Investment Services is an independently owned and family run team of independent financial advisers. We specialise in the provision of comprehensive financial advice and wealth management services to private clients and companies alike.

Richard Moor of Moor Investment Services

Richard Moor FPFS, ASCI, Certs CII (MP & ER), Director

Richard has worked in the financial services industry for 38 years advising clients directly for the last 28 of these. He is a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the PFS. The achievement has only been obtained by a very small percentage of advisers operating in the UK. Richard holds all three of the prestigious titles which are highly sought after within Financial Services. Along with a Fellowship, he is a Chartered Financial Planner and an Associate of the Chartered Institute for Securities & Investment.

Richard prides himself on maintaining exceptional up to date knowledge and qualifications and excellent customer service and this is borne out by the number of clients that have remained loyal to him over a long period of time. He provides ethical, professional advice to clients all over the South East of England and the London area.

View Richard Moor's LinkedIn profileView Richard Moor's profile

Jane Moor of Moor Investment Services

Jane Moor CertPFS, Director

Jane has worked in the financial services industry for 36 years and has spent the last 26 of these working with Richard. Although Jane has been an adviser herself, she now takes care of the day to day running of the office and is the company's Compliance Officer. She is determined that the company will at all times stand for integrity, trust and impeccable customer service.

Richard and Jane have four children and five grandchildren and feel this gives them a wealth of experience when dealing with and planning for, most life events.

 

A Family Run Business

Our clients are individuals and business owners who are serious about structuring their affairs to enjoy a lifestyle that they have worked hard for. They appreciate that we are a family business, focused on building long-term, collaborative relationships with an emphasis on personalised service working closely to build a long-term relationship identifying the best solutions to meet your exact requirements and future aims.

We can host meetings at our offices in the small rural town of Paddock Wood, located in a quiet country setting or alternatively in London, if you prefer. The relaxed atmosphere provides an ideal environment for our highly skilled team to focus on your needs, goals and ideals.

True Potential

We also utilise a team of qualified support staff at True Potential who provide award winning technology to ensure that our client's details are held securely and allows you the ability to access current valuations of your portfolio, review performance, read important documents and communicate directly and securely with us. The True Potential group of companies was formed in March 2007 providing services to more than 22% of all UK advisers. The partners and management team at True Potential have extensive experience in UK financial services including advice distribution, investment management and applying effective systems to empower Wealth Management solutions. The True Potential team has won over 10 major awards in the financial sector.

 

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

More Testimonials
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)