Moss & Roberts Wealth Management

Introduction

For over 30 years, Moss and Roberts has been assisting individuals and families across East Anglia in achieving financial security. As independent financial advisors, we take a personalized and collaborative approach to wealth planning, tailoring our strategies to your unique circumstances and aspirations.

Our Vision

Our vision is to empower you to make informed financial decisions for your future. We firmly believe everyone deserves access to clear and unbiased financial guidance, and our independent approach ensures objectivity and transparency.

Our Values

At Moss and Roberts, we uphold core values that guide our interactions with clients:

• Integrity: We act with honesty and transparency in all our dealings.
• Professionalism: We adhere to the highest ethical standards and maintain a strict code of conduct.
• Impartiality: We provide unbiased advice, free from any conflicts of interest.
• Client-centricity: You are at the heart of our process, and we are dedicated to understanding and exceeding your expectations.

Our Services

We offer a comprehensive range of services designed to address every aspect of your financial life:

1. Holistic Financial Planning

• Development of a tailored financial plan that aligns with your goals and circumstances.
• Comprehensive review of your financial situation, including investments, debt management, and insurance coverage.
• Identification of potential risks and opportunities to maximize your financial well-being.

2. Investment Planning

• Development of an investment portfolio tailored to your risk tolerance and financial goals.
• Implementation of a robust risk management strategy to safeguard your investments.
• Regular review and rebalancing of your portfolio to ensure it remains aligned with your evolving needs.

3. Retirement & Pensions Planning

• Guidance on maximizing your potential retirement benefits.
• Strategies for planning for a comfortable post-retirement life.
• Assistance with navigating complex pension schemes and plan options.

4. Tax & Estate Planning

• Strategies for minimizing your tax liabilities and efficiently transferring wealth.
• Development of a comprehensive estate plan to ensure your assets are protected and distributed according to your wishes.

5. Personal Protection

• Review of your insurance coverage to ensure you are adequately protected against unforeseen events.
• Guidance on planning for long-term care needs and potential disability.