Who we are

Moss and Roberts (Wealth Management) Ltd are Independent Financial Advisers with many years experience of both corporate and personal financial planning.  Over the last two decades, we have developed our expertise and now provide a full range of services to both individual and corporate clients in the UK and overseas subject to regulatory requirements, for example in EEA countries we can only advise on insurance based products.

 

We are authorised and regulated by the Financial Conduct Authority, totally independent of our financial product providers.

What is an IFA?

Independent Financial Advisers or IFAs     are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market.

 

Typically an Independent Financial Adviser will conduct a detailed survey of their client’s financial position, preferences and objectives; this is sometimes known as a 'factfind'...

Connect With Us

 

Give us a call, send a fax or an email and we will endeavour to reply as soon as possible

 

 

TEL:

01508 530567

 

FAX:

01508 530744

 

MAIL:

info@mossandroberts.com

Independent Financial Advisers With Over 30 Years Experience

Before making a recommendation, an IFA will examine your present financial circumstances, taking into account many factors. These include your employment situation, family situation, your tax position, plus we will take into account your income, existing policies and investments as well as your future plans and aims and attitude towards risk. We will then provide advice on the most suitable course of action for you and suggest suitable products and policies for your needs.

Independent Financial Advisers (IFAs) such as Moss and Roberts (Wealth Management) Ltd can advise you on all the products and services available throughout the marketplace and by law, we must recommend the most suitable product for you. We act as your agent, rather than that of the product provider.

Registered in England and Wales.  Our registration number is 7952586 and our registered office address is Office Suite 3, Victory House, Chequers Road, Tharston, Norwich, Norfolk, NR15 2YA

Moss and Roberts (Wealth Management) Ltd are authorised and regulated by the Financial Conduct Authority

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