MHA Moore and Smalley
Financial Planning and Wealth Management

MHA Moore and Smalley is a team of dedicated financial planning specialists, providing bespoke advice on a wide range of matters including retirement, investment, estate and protection planning, and their associated tax issues.

Our Financial Planning Consultants all hold or are working towards a diploma in financial planning, and a number are chartered. They are supported by an experienced team of back office staff, including administrators, paraplanners and SIPP/SSAS/Group pension specialists.

As well as receiving a highly personalised service, we can advise clients on a wide range of investments, tax structures, and protection plans, enabling them to optimise their portfolio and expected returns, whilst having appropriate protection in place to give peace of mind.

We believe MHA Moore and Smalley is unique because of the experience, depth and passion of our highly skilled financial planning specialists, and our ability to listen carefully to our clients and set them on the path to financial security. We aim to get to know you and build long lasting trusted relationships, to enable us to provide you with the best advice.

We offer a truly holistic approach, blending experience in financial planning and wealth management.

MHA Moore and Smalley is the trading name of Moore and Smalley LLP.