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Your Goals

Your goals | Moor Investment Services

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.

We aim to help our clients to answer life's important financial questions.

  • When will I be able to afford to retire?
  • Will there be a time in my life when I run out of money?
  • What do I do with my pension funds now I am retiring?
  • Am I taking too much (or too little) risk with my investments?
  • What will happen to my family if I cannot work?
  • For how much do I need to sell my business to achieve the lifestyle I want?
  • Can I afford to privately educate my children or put them through University?
  • What do I do with my pension funds now I am retiring?
  • How much inheritance tax will my children and grandchildren have to pay?

Experience tells us that many people do not know the answers to these questions. However, they do appreciate the importance of getting the answers.

On any journey there may be many different routes you can take to get there; successful financial planning is no different. Once we have worked closely with our clients to understand what they are genuinely looking to achieve, and what is their point of departure, their destination, and how much time is available for the journey, we will then help you map out and define the best route, and the most suitable vehicles in order to achieve your goals as safely and efficiently as possible.

If you, like many of our existing clients, are building wealth you may be focused on several different financial goals. You may want to enhance your current lifestyle, to establish wealth to provide more quality time with your family, to provide for your loved ones and enhance your investment portfolio for your own financial security.

As your wealth grows in value, your needs may become more complicated or sophisticated. You may want expert guidance to ensure that your investments remain well diversified, to manage a number of different pension provisions, or to align any mortgage repayment with your financial goals whilst still preserving capital for other requirements. Wealth planning is vitally important because it takes a holistic view of all of your overall assets, not just cash holdings or investments.

With the continued volatility in the global markets, it is an extremely important time to review your financial portfolio. The vital importance of asset allocation is core to our investment and we work diligently to understand your tolerance to risk before devising a customised strategy to satisfy your needs.

Your goals | Moor Investment Services

Defining and planning for the execution of your legacy and distribution of your wealth is often a core goal for clients. Caring for your loved ones, understanding appropriate strategies to minimize Inheritance Tax (IHT) while transferring wealth to the next generation and supporting the causes you are passionate about are often key objectives for our clients.

By selecting Moor Investment Services, we will help you to establish a clearly defined financial strategy. We will then work closely with you over the years as your needs and requirements change and provide the comprehensive wealth management resources that you will need to keep you on the right path.

Working with a high quality financial planner can be an extremely rewarding and valuable experience for you and your family.

Get started with a Free Consultation without obligation and find out how we can help you with your financial position today and help you plan for your future.

 

Free Consultation

 


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

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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)