Financial planning

Set and achieve clear goals with our independent financial planning services

Financial planning will help you set and prioritise your goals and map out clear strategies for achieving them. Our independent financial advisers will support you along the way.

Getting to know you is central to everything we do, as understanding your individual circumstances, aspirations and preferences allows us to construct a personalised and holistic financial plan.

We understand there may be other non-financial considerations, for example a focus on socially responsible investing. We consider environmental, social and governance (ESG) factors across our financial planning and can provide specific advice on Ethical Investments to meet your individual preferences.

A good plan should be adaptable to deal with the unexpected when it occurs, so your planning will be reviewed regularly to monitor progress towards your short, medium and long-term goals.

Where appropriate, we will construct a detailed cash flow model to help you make decisions and act as the foundation on which to build future planning.

Powerful and flexible cash-flow modelling software

  • Assess your current financial situation.
  • Understand what action may be taken now to meet your future goals.
  • Highlight shortfalls and risks to your financial security.
  • Present complex information in a visual and easy to understand format.

Client portal

Our client portal brings all aspects of your wealth onto a secure dashboard, taking the stress out of keeping on top of your planning. The portal includes a number of useful features, such as:

  • A snapshot of your current assets and liabilities.
  • Portfolio valuations with live price feeds where available.
  • A secure way to upload and download documents containing sensitive information.
  • A central place to upload and store your important documents.
  • A ‘Go Green’ option allowing you to switch to paperless communication.

Chartered Independent Financial Planners

We are Chartered Independent Financial Planners, as awarded by the Chartered Insurance Institute (CII) the leading professional body for financial planners. Chartered status is the industry’s ‘gold standard’ of financial planning. Discover what chartered status means.

As Chartered Financial Planners, we are publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development. Contact us to see how we can help you.

Our onboarding process

Onboarding process for MKSFA

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Our terms and conditions

Chartered Financial Planners logoMoore Kingston Smith LLP is a multi-disciplinary practice regulated by the Institute of Chartered Accountants in England and Wales (ICAEW) and, in relation to certain legal services, by the Solicitors Regulation Authority (SRA) as a licensed body under the Legal Services Act 2007 (LSA). Our registered address is 9 Appold Street, London, EC2A 2AP.

Regulated financial advice is provided by Moore Kingston Smith Financial Advisers Limited an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA number is 558116. Moore Mortgages UK is a trading name of Moore Kingston Smith Financial Advisers Limited, a wholly owned subsidiary of Moore Kingston Smith LLP.

The information contained in this publication represents our understanding of the current law and HM Revenue & Customs practice which may be subject to change.

Moore Kingston Smith LLP is not responsible for the accuracy of the information contained within the linked sites.

This information does not constitute personalised advice and you should seek professional advice before acting or making any decisions based on the contents. Investments can fall as well as rise in value and past performance should not be considered a guide to future performance. Your home may be repossessed if you do not keep up repayments on any mortgage secured on it. Not all products are regulated. The FCA does not regulate tax advice. @ Copyright 2023. All rights reserved.

Click here for our terms and conditions.

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