Moffatt

At Moffatt Financial Planning, we are dedicated to providing top-quality financial advice to our clients. With a rich history dating back to 1967, we have established ourselves as a trusted and respected financial services firm. Our team comprises of experienced Chartered Financial Planners who are committed to delivering the best possible advice to our clients.

Our core values revolve around trust, integrity, and value. We believe in building long-lasting relationships with our clients and helping them achieve their financial goals. As a privately-owned firm, we offer independent and unbiased advice, focusing on the best interests of our clients.

Our services are diverse and tailored to meet the unique needs of each client. Whether you're looking to arrange family and mortgage protection, plan your retirement, or simply need help with your taxes, we're here to help. Our approach is holistic, meaning we consider all aspects of your financial situation and develop a strategy that addresses your specific requirements.

Our Services

We offer a wide range of services designed to cater to different financial needs. Our areas of advice include:

• Financial Planning: We provide advice in a wide range of areas, including arranging family and mortgage protection, planning your retirement, and more.

• Mortgages: With our 'whole of market' approach, we can find the most suitable mortgage, tailored specifically to your needs.

• Pensions: We can help you clearly understand your options and give independent pension advice.

• Protection: With independent advice and bespoke protection solutions, you can be confident that if the worst does happen, you and your family are financially stable at difficult times.

• Tax Planning: We'll make the best use of your allowances to ensure your money is working hard for you.

Our team is dedicated to providing the highest level of service and advice to our clients. We are constantly updating our knowledge and skills to ensure we are up-to-date with the latest developments in the financial industry. This enables us to provide the most effective solutions for our clients.

How We Work

Our process is designed to be as seamless and efficient as possible. It begins with an initial meeting where we get to know each other and discuss your financial goals. From there, we will gather key facts about your financial situation and develop a strategy tailored to your needs.

Once we have developed your financial plan, we will present our recommendations to you and answer any questions you may have. We will then agree on how the recommendations will be carried out, coordinating the whole process with you and your other advisers, such as your accountant and/or solicitor.

Finally, we will continue to review and update your financial plan on a regular basis to ensure it remains relevant and effective. This ongoing service ensures that you are always on track to achieve your financial goals.

At Moffatt Financial Planning, we believe in providing a holistic approach to financial planning. We understand that every client is unique and has different financial needs and goals. Our team is dedicated to providing the highest level of service and advice to help you achieve your financial objectives.