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 wealth management team
Graham Gordon
Partner & Regional Chairman
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Elizabeth Hall
Financial Planning Partner
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Lee Salter
Financial Planning Director
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Rob Houghton
Senior Financial Planning Consultant
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Ben Harrison
Financial Planning Director
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Chris Colclough
Senior Financial Planning Consultant
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Ian Aldred
Financial Planning Consultant
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Phil Brook
Financial Planning Consultant
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MHA Moore and Smalley is regulated by the Financial Conduct Authority, FCA registration number 448716.
