Moorland Mayfair Wealth Management

Independent Financial Adviser 1 Queen Square, Bath, BA1 2HA
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 2019
At Moorland Mayfair our aim is to make the complex world of financial services clear, simple and tailored to you.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Kyle Jones DipPFS
Managing Director
Alex Palmer
Independent Financial Adviser
Raffaele Castaldo
Independent Financial Adviser
Alex O'Neill
Independent Financial Adviser
What our clients say
Raff put all my pensions into one and put a plan together to show my income when I retire. He was very helpful and explained everything well.
George, Bath
Alex helped me organise my inheritance & invested it for me. Great communication, clear and great service
Kelly, Bath
Moorland Mayfair put group protection in place for my staff - cheaper than my renewal!
Luis, Bath
Kyle & his team helped organise all of my pensions and put together a plan showing what income I'll have when I retire
Melissa, Bath
Where to find us

1 Queen Square, Bath, BA1 2HA

Make an enquiry
About us

With a combined experience of over 25 years in financial services, Moorland Mayfair keeps you at the center of financial planning, by building plans tailored to you and your requirements.

Recently nominated for two awards at the 2017 Retirement Planner awards, we cover all areas of planning. Whether it's ensuring you can survive financially throughout retirement, to reviewing your savings and investment to ensure they're working hard for you and that you're able to pass your hard earned money across to loved ones. We pride ourselves on building proposals that are transparent and fair in both planning and fee's.

We're independent, meaning we search and the analyse the market to determine what is best for you. We're not tied or incentivised to use any particular provider or product.

Service is paramount - our clear, tiered levels of servicing guarantee your queries are dealt with promptly. We're always on hand to answer any queries you have whether it's over the phone, via email or through our client portal in which you can chat directly with your adviser.

Helping to protect and enhance your wealth.

Our services

Our vision is to protect clients and their families, while helping to preserve and enhance their wealth, by building a strong relationship based on honesty, integrity and openness. Through our range of services, we work with our clients to provide them with the advice and guidance they need to achieve their financial aspirations.

Our service is built around comprehensive financial planning and sound investment principles. By exploring goals and objectives we deliver a tailored financial strategy to meet our clients' needs, then monitor these plans to ensure they remain on track.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

Moorland Mayfair Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority no. 748339.

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