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 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.
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.
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
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What Our Clients Say
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
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
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