Private Client Service
TAILORED FOR YOU
Your journey though life presents opportunities and risks in equal measure. The decisions you make and the quality of advice you receive will ultimately determine how you maximise those opportunities and manage the risks.
Our private client service is as distinctive as you. Whether you have already built up considerable wealth and assets or are still in business, your personal goals, family situation, aspirations and requirements will be totally unique. Only a bespoke, tailor-made approach will suffice.
Our clients call it the Moore and Smalley approach.
MADE TO MEASURE
At Moore and Smalley we don’t offer a standard off-the-shelf list of services. What we do offer is bespoke advice and service which is constantly adjusted and refined to meet your specific needs.
We take a holistic view of you. Every aspect of you – your family, your business interests, your property, your money – is reviewed in depth and the interaction between each of these elements is taken into consideration to ensure a seamless wealth strategy which fits your precise requirements.
We do this by working closely with the guardians of your family and business interests, especially your trusted legal advisors.
AN INNOVATIVE APPROACH TO A CLASSIC DESIGN
As advisors to business owners and wealthy individuals since 1869, honesty, integrity and a commitment to long term relationships are the minimum you can expect.
What might surprise you is our innovative and modern approach, but how else could we meet the ever changing needs of our clients for almost 150 years?
While our core values remain unchanged, advances in technology mean the delivery of our service is thoroughly up-to-date. Modern communication methods allow us to respond swiftly to your needs as and when required.
Our service isn’t partner led, it’s partner delivered.
Tony Medcalf and Graham Gordon are personally responsible for delivering this discreet service, which combines high level technical expertise and unrivalled personal attention.
This is what makes our service unique.
Together Tony and Graham have helped a select number of high net worth individuals across Lancashire and Cumbria, grow, protect and pass on their wealth to maximum effect.
They can do the same for you.
Mobile: 07969 379603
Mobile: 07969 722645
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