How we can help …
Miles Moseley set up the firm in 1990 to cater for a small number of clients who wanted individual and personal investment and retirement solutions, an aim which is still being achieved after nearly 30 years. Miles now looks after the financial affairs of around 50 clients.
As a small practice we offer a highly personal service and we aim to develop a long-term working relationship with clients. Most of our clients have been introduced to us by their accountants or solicitors, and we receive many referrals from our existing clients. We are accustomed to working closely with our clients' other professional advisers.
Meet our adviser …







Miles Moseley Bsc(Eng) CFP Chartered MCSI
Chartered Wealth Manager, Certified Financial Planner & Pension Transfer Specialist


Would you like help with any of the following issues?


How long will my savings last in retirement?

How can I get a decent return on my investments?

How can I best deal with my pension fund?

How can I transfer my final salary pension?







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“30 years' experience in providing tax-efficient investment & retirement solutions”

0800 043 6636