Moffatt Financial Planning Ltd

Moffatt Financial Planning Ltd provides advice on most areas of Financial Planning. Our role is to understand our clients' needs and provide tailor made solutions to fit those clients' needs. We are not a typical firm of advisers given we look to focus on providing ongoing reviews of our client's portfolios to ensure that they continue to suit our clients' changing circumstances and needs.

We also offer our clients their own personalised and secure website, free of charge, so that they can view their up to date financial position at any time.

• Pensions - whether you are looking for a personal pension, stakeholder pension, advice on your Company Pension or are looking at Self Invested Pensions (SIPPS) we can help as all our advisers are G60 qualified.
• Investments - ISAS, Investment Bonds [on or offshore] OEICS, Unit Trusts, Regular Savings. All advisers hold the Advanced Investment Planning Certificates for Investment Advice (J06 & AF4)
• Life Insurance- Family Protection, Mortgage Protection, Key Man Insurance, Business Insurance or Whole of Life Cover - whatever your life insurance needs we will be able to help. Already got cover? - Why not give us a call to ensure it is the best value for money and appropriately suited to your needs.
• Income Protection and Critical Illness cover - concerned about what happens if you get ill and can't work or contract a serious illness? All our advisers understand what benefits the State will provide and can provide solutions to all your insurance needs.
• Inheritance Tax Planning- whether you are concerned about the possible future liability, or are looking at possible solutions to address or avoid IHT we can help. We can also provide advice to executors or beneficiaries of an estate as required, whether their needs are administering an estate or investing the proceeds of an estate or inheritance.
• Long Term Care Planning - all our advisers are appropriately qualified to assist in this very sensitive area. This can be crucial in ensuring the state does not take away what you have worked all your lives to build up, should the unfortunate happen.
• Mortgages - Residential / Buy to let / Commercial / Self Certification / Self Employed mortgages / Equity Release or Lifetime mortgages , we can help
• Loans - Commercial loans or Personal loans, we are able to advise on the best rates available and save clients significant sums of money in reduced arrangement fees and cheaper interest rates by negotiating with the lenders
• Debt Management - if your are having difficulty in managing your money, credit cards or loans, feel free to give us a call to see if we can help
• General Insurance - including House and Motor Insurance and Travel Insurance and accident sickness and Unemployment Cover
• Private Medical Insurance - want the peace of mind of knowing you will get treatment straight away if it is needed in the future? Despondent about the NHS - Private Medical Insurance might be the solution for you or your staff.
• Wills / Lasting Power of Attorneys - everyone should address this area of financial planning regardless of their age or circumstances. This is vital to make sure your assets go to whom you want, or that you are appropriately represented should you lose mental capacity. We can again provide the solutions you require

Moffatt Financial Planning Ltd is regulated by the Financial Services Authority for mortgage and investment advice.