Moore and Smalley

Independent Financial Adviser  Richard House, Preston, Lancashire, PR1 3HP
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FCA authorised
Last authorised 18th May 2020
MHA Moore and Smalley is an award-winning provider of accountancy and financial planning services to commercial and private clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Graham Gordon DipPFS
Partner (Head of FInancial Planning)
About us

MHA Moore and Smalley has been in business for over 140 years and is a shining example of a successful independent, progressive firm of accountants and financial advisers which continues to go from strength to strength. We have 9 offices, 23 partners and over 280 staff who have excellent longstanding relationships with clients. We operate from offices in Preston, Blackpool, Kendal, Kirkby Lonsdale, Lancaster, Liverpool, Manchester, Nottingham and Southport.

Our services

Whatever your personal financial goals, there is no substitute for expert planning to help you realise your financial objectives.
Drawing on the expertise of our specialists, we provide a range of services to assist individuals, companies and trustees with financial planning issues.
We have a specialist personal financial planning team providing bespoke advice on a wide range of matters including retirement, investment, estate and protection planning and their associated tax issues.
As well as receiving a highly personalised service, clients also get a wide choice of investments and tax structures, enabling them to optimise their portfolio and expected returns.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Richard House, 9 Winckley Square, Preston, PR1 3HP

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