Who We Work With
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 aims.
A proportion of our clients are approaching the time of their life when they are considering retirement and are looking to use their accumulated funds, be they pensions, savings or investments to generate income.
We can host meetings at our offices in the small rural town of Paddock Wood, located in a quaint country setting. The relaxed atmosphere provides an ideal environment for our highly skilled team to focus on your needs, goals and ideals.
Our clients benefit from receiving local, trusted, 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 exact requirements.
Clients are likely to be successful working with us
- You are committed to action.
Our job is to empower clients to take responsibility for their own financial future and helping them make the behavioral changes necessary to do so. You will have to do your part of the plan and, by and large, do what we both agreed needs to be done when the times come to do whatever it may be.
- You value relationships.
A relationship with your financial advisor is much like you would have with a good friend - someone who is wise about the issues that affect us all and willing to be a great listener. They can provide solid advice, broad perspective and hand holding - someone to help you make the sometimes hard decisions that are best for you and our family. This is the person you can turn to whenever issues related to our personal finances arise.
- You are willing to work at refining your values and goals.
We believe that if your values and goals are clear, your decisions are easy. The more definitive you are, the easier it becomes to assist you with organisation and management - making plans and decisions in context, rather than on an ad hoc basis.
- You are willing to have fun!
Money and finances are tools to support your chosen lifestyle, not the reverse. While the ultimate goal is to use sound financial practices to enable lives of joy and fulfillment, the journey should be as rewarding as the destination.
Now that you know the kind of clients we work with, the issues we help them resolve and what our clients need to do to ensure their success, click on the following link to learn about how we work.
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.
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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