Moss & Roberts (Wealth Management) Ltd

Independent Financial Adviser  Suite 3, Tharston, Norfolk, NR15 2YA
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FCA authorised
Last authorised 21st June 2021
Our specialism is really running clients investment portfolios which includes pension funds as well
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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Buy my next home
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Buy to let
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Buying first home
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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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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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EEA
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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 income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
MR Roddy McGregor
consultant
MR Paul Roberts
Director
MR Michael Moss
Director
MS Anne Humphrey
consultant
About us

As an independent financial adviser, we offer the full range of financial services to both Individual and Corporate clients, in the UK and overseas .
We have built up a specialisation over the years in Investment business of all types and this includes a tax service for those with let properties.
On the Corporate side, we run a number of large group pension schemes and other expertise in this area together with the associated group products.
We are also heavily involved with individuals who need specialist pensions advice both pre and at retirement including flexi access drawdown and Sipp's
We can also advise on final salary benefits as we have an in house specialist

Our services

Provide a service clients seem to value by keeping in touch with them and monitoring investments and pensions on a regular basis

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

Suite 3, Victory House, Chequers Road, Tharston, Norfolk, NR15 2YA

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