Moorland Mayfair Wealth Management

Independent Financial Adviser  450 Brook Drive, Green Park, Reading, RG2 6UU
check
FCA authorised
Last authorised 1st March 2021
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group life insurance
check
Sharia finance
check
Long term care
Meet our advisers
MR Kyle Jones DipPFS
Managing Director
MR Raffaele Castaldo
Independent Financial Adviser
MR Alex Palmer
Independent Financial Adviser
MR Alex O'Neill
Independent Financial Adviser
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.

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

450 Brook Drive, Green Park, Reading, RG2 6UU

Similar advisers near you

Independent Financial Adviser 0 mi
Invest yourself, Protect yourself, Bee yourself.
 
Restricted - whole of market 0.27 mi
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
 
Independent Financial Adviser 1.88 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 1.98 mi
We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!