Financial Planning & Wealth Management

Whatever your personal financial goals, there is no substitute for expert planning to help you realise your financial objectives.

Drawing on the expertise of our specialists, Moore and Smalley provides a range of services to assist individuals, companies and trustees with financial planning issues.

We have a specialist personal financial planning department providing bespoke advice on a wide range of matters including retirement, investment, estate and protection planning and their associated tax issues.

We also provide financial management services relating to offshore and onshore assets to ensure they are managed in the most tax-efficient manner.

As well as receiving a highly personalised service, clients also get a wide choice of investments and tax structures, enabling them to optimise their portfolio and expected returns.

As part of Moore and Smalley’s financial planning department, we offer a dedicated wealth management operation, providing an exclusive service tailored to meet the sophisticated needs of affluent individuals.

We have built a strong reputation for our trust work and can offer a service to trustees which is second-to-none, ensuring that income and growth potential of the trust funds are maximised safely.

Should your company or shareholder require assistance on shareholder agreements, keyman cover or pensions for directors and staff, we have this expertise too.

Our services include: