We offer a holistic approach to financial planning. We will consider all aspects of your financial plan and be certain that we have a clear understanding of your circumstances. We establish your specific requirements and provide a solution that is tailored to your requirements. We work with you to make sure that your financial planning strategy addresses your needs, no matter your changing situation. By continually monitoring your strategy against changing circumstances, legislation, markets, and economies, we can ensure that you continue to reach your goals.
Services
Moffatt Financial Planning has been providing financial advice since 1967. We've helped clients of all types including private individuals, small businesses and medium sized companies. All our Financial Planners have achieved Chartered Financial Planner status, demonstrating our commitment to developing and maintaining our skills and technical knowledge.
Your pension is important. It can provide for your dream retirement and enables you to live the lifestyle you have worked hard to obtain. Pensions have changed significantly over the last 20 years. You may have had several jobs, had a period of self-employment, or you could be looking at setting up a new pension. We can help you clearly understand your options and give independent pension advice, that is suited to your individual circumstances and needs.
Arranging a mortgage isn't just about ticking boxes, so whether you are buying your first home, looking to upsize or downsize, extending your property, or simply looking for a 'new deal' we can offer independent mortgage advice. Mortgage research can be daunting for most of us. With our 'whole of market' approach we can find the most suitable mortgage, tailored specifically to your needs.
Insuring against the loss of a loved one, protection for your mortgage, or ensuring continuation of income in the event of ill health are vital aspects of financial planning, that we all need to consider. 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.
Reviews (5)
Trevor Bailey
Jul 03, 2021
Rebecca Smith
May 26, 2019
Poor service. Adam and Daniel have been little to no help and have negatively affected my credit by finanically associating me with someone whom I don't even know due to their incompetence and spelling my partners name incorrectly. DO NOT USE. If you must use as a last resort, I suggest you deal with one of their other members of staff.
Rosgal Ltd
Apr 04, 2018
Pia Sundberg
Mar 20, 2018
Harry Fitzwilliam-Pipe
Jan 10, 2018
