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 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.
Moorland Mayfair Wealth Management Ltd, The Maltings, East Tyndall Street, South Glamorgan, Cardiff, CF24 5EA
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