Independent financial adviser to personal and corporate clients

About Moore Stephens Financial Services

Moore Stephens Financial Services was established in 1988 by the East Midlands firm of Moore Stephens Chartered Accountants, with a view to providing a reliable source of professional advice for the group’s clients.

Centred in the East Midlands, the consultancy is predominantly fee-based and has grown substantially, now acting for circa 1500 investment and pension fund clients throughout the UK, principally wealthy individuals, as well as pension funds and trust funds. Funds under management now total more than £92 million.

A key objective within our business is to create and build long-term client relationships by providing a hands-on and bespoke service throughout. Our principle functions include, the provision of professional advice, investment management, administration, client reporting and reviews. We believe in treating our customers fairly and provide truly independent and unbiased advice. As a result, we prefer to be paid on a fee-basis rather than take a commission for the work that we do.