Our Approach

We offer independent financial advice and investment portfolio management services to private clients and trustees.

Name: Moor Independent Financial Advisers Limited
Address: 6 East Street, Okehampton, Devon, EX20 1AS, England
Telephone: 01837 748218

This means that we can offer solutions from the whole of the marketplace and we are not tied to either one, or a range of, product providers.

Moor Independent Financial Advisers are CISI Chartered

Experts

We differentiate ourselves from many independent financial advisory firms because we retain a depth of experience across multiple disciplines. We hold qualifications to the highest level of Chartered, a Fellowship of the CISI and bring decades of experience in a variety of specialist fields. We offer you an in-depth knowledge of the world of financial planning encompassing complex tax solutions as appropriate, coupled with a professionally managed portfolio that is invested without bias and built for the job.

Holistic

Our approach to financial advice is holistic. This means that we will try to encompass and consider all of the factors we deem relevant to the issue that we have been asked to address. As a result of this approach, we may identify additional considerations for discussion; either to be addressed immediately, in the future, or dismissed entirely. Therefore, whilst we may advise and offer options, you remain in control.

Partnership

We guarantee to offer all of our clients a financial review at least once a year through our ongoing advice service. We take very seriously the trust placed in our abilities and we want to remain in partnership with you for the long-term; advising, making relevant adjustments and doing our upmost to ensure the plans we make remain on track. Lives are complex and plans may change. Moor IFA will remain your financial partner for life.

Technology

We make maximum use of technology, offering our clients a seamless online experience. All clients receive as standard a mobile app and desktop login, enabling you to keep track of everything we manage for you at the touch of a button, at home and on the move. We strive to offer a completely paperless service alongside our secure messaging portal, ensuring confidential data remains encrypted during online transfer. For those who prefer the more old-fashioned methods of post and fax, we are happy to accommodate this as well.

PENSIONS | INVESTMENTS | PROTECTION | ESTATE PLANNING & INHERITANCE TAX | TRUSTS | BESPOKE PORTFOLIO MANAGEMENT

Address

6 East Street
Okehampton
Devon
EX20 1AS

Parking - EX20 1PR
Mill Road Car Park

2 Hours £1.70
4 Hours £2.40
All Day £3.00
RingGo Code 3503

Contact Us
T: 01837 748218

Contact Form

Opening hours

Monday to Friday only
9.30am -12.30pm
1.15pm - 4.30pm
Appointments out of hours by arrangement

Moor Independent Financial Advisers Limited is entered on the Financial Conduct Authority (FCA) register under reference 982622. Moor Independent Financial Advisers Limited is an Appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). ValidPath Ltd is entered on the FCA register under Reference Number 197107. The information and content of this website is subject to the UK regulatory regime and intended for UK consumers only. Moor Independent Financial Advisers Limited is registered in England and Wales No. 14266604. Registered office: 6 East Street, Okehampton, Devon EX20 1AS. The value of your investment and the income from it can fall as well as rise and is not guaranteed. You may not get back the full amount invested.
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