Moore Stephens Financial Management

Independent Financial Adviser  PO Box 691, Jersey, Channel islands, JE2 4SP
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FCA authorised
Last authorised 1st June 2020
Our mission is to add real value to our clients by delivering practical and affordable solutions.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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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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Unit trusts
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Lump sum
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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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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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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 risk
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Long term care
Meet our advisers
Craig Wallder ACSI
Director
Tom Lewis
About us

• A dedicated and focused team
• Wholly responsive to the needs of our clients
• The ability to de-mystify investment jargon
• Providing workable solutions
• Developing strong relationships with our clients by being entirely aligned with their interests
• The ability to integrate our services according
to our clients’ needs
• To provide practical support at all levels
• Full transparency on all fees and charges
• The ability to adapt to our clients’ changing requirements.

Our services

Moore Stephens Financial Management Limited has an
experienced and highly qualified team that is dedicated
to advising clients, both individuals and businesses, on
how to manage their income and assets to ensure their
financial security both now and in the future. This will
include advice on a wide range of product areas, from
investments and savings to insurance and pensions. As
Independent Financial Advisers (IFAs) with no in-house
products to promote, our interests are always aligned
with those of our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

PO Box 691, First Island House, Peter Street, St Helier, Jersey, Channel Islands, JE2 4SP

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