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.
Fair Value Assessment
As part of our customer-first approach, we aim to provide an exceptional service to all our clients and provide value for the benefits they receive. More information on how we demonstrate fair value between the price clients pay and the benefits they receive can be found in our Fair Value Statement.
Financial planning insights
Meet our team
Our terms and conditions
Moore 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). The registered address for our group entities is 6th Floor, 9 Appold Street, London, EC2A 2AP.
MKS Financial Planning Limited, trading as Moore Kingston Smith, is authorised and regulated by the Financial Conduct Authority. Our firm reference number (FRN) is 118061.
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.
Registered office:
MKS Financial Planning Limited – Registered in England and Wales No 01567830. Registered office: 6th Floor, 9 Appold Street, London, EC2A 2AP.
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 and its associated companies are not responsible for the accuracy of the information contained within linked sites.
