Wealth Management

Wealth Management

Get in touch with our Wealth Management team.

Contact the team

Our investment in quality people means that we have a wealth of expertise at our fingertips.

Our specialist personal financial planning team provides bespoke advice on a wide range of matters including retirement, investment, estate and protection planning and their associated tax issues.

As well as receiving a highly personalised service, clients also get a wide choice of investments and tax structures, enabling them to optimise their portfolios and expected returns.

Our specialist service areas:

Lifetime financial planning

Protecting your income

Maximising investments & investment planning

Integrated tax planning & inheritance tax planning

Mortgage raising

Offshore planning

Pension & retirement planning

Contact us Get in touch with our Wealth Management team Contact the team

Our wealth management team

Graham Gordon

Graham Gordon

Partner & Regional Chairman

Elizabeth Hall

Elizabeth Hall

Financial Planning Partner

Lee Salter

Lee Salter

Financial Planning Director

Rob Houghton

Rob Houghton

Senior Financial Planning Consultant

Ben Harrison

Ben Harrison

Financial Planning Director

Chris Colclough

Chris Colclough

Senior Financial Planning Consultant

Ian Aldred

Ian Aldred

Financial Planning Consultant

Phil Brook edit

Phil Brook

Financial Planning Client Manager

View the full team

Disclaimer

MHA Moore and Smalley is regulated by the Financial Conduct Authority, FCA registration number 448716.