Our investment in quality people means that we have a wealth of expertise at our fingertips.
Our specialist personal financial planning team provides bespoke advice on a wide range of matters including retirement, investment, estate and protection planning and their associated tax issues.
As well as receiving a highly personalised service, clients also get a wide choice of investments and tax structures, enabling them to optimise their portfolios and expected returns.
Our specialist service areas:
Lifetime financial planning
Protecting your income
Maximising investments & investment planning
Integrated tax planning & inheritance tax planning
Pension & retirement planning
Our wealth management team
MHA Moore and Smalley is regulated by the Financial Conduct Authority, FCA registration number 448716.