Financial advice is provided by Moore Kingston Smith Financial Advisers Limited, an appointed representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate some forms of buy to lets, commercial mortgages, tax advice, wills, trusts or certain offshore investments.
Advice on investment strategies for wealth management
The majority of financial plans involve an investment of some kind. We advise individuals, companies and trusts on the most appropriate investment strategies for wealth management.
We believe that diversification will significantly reduce risk and we promote the use of both actively managed and index-tracking investment mandates.
The most suitable investment approach will depend on your priorities, time horizons, experience, attitude to and tolerance for risk, and capacity for loss. Therefore, we use a robust process to underpin all investment recommendations and to monitor their progress towards meeting the agreed objectives.
Wealth management review process
How we can help
We will take into consideration your other investments and assets to ensure a consistent approach that maximises your tax allowances and exemptions.
Our team provides advice on all regulated investment vehicles, including:
- ISAs
- GIAs
- Bonds
- Tax-efficient investments
- Socially Responsible Investments
Contact us to see how we can help you.
David Painter heads the financial planning team at Moore Kingston Smith Financial Advisers. As well as managing the team’s overall strategic direction, he remains a hands-on adviser to his loyal long-standing client base. David understands that financial planning is far more personal than simply balancing the numbers. It’s about individuals’ hopes and dreams. He helps entrepreneurs and owner-managers understand what they want and, more importantly, what they need to realise… Read more
Wealth management insights
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Meet our team
David Painter
Chartered Financial Planner and Director
+44 (0)20 4582 1107
David Mitchell
Chartered Financial Planner and Director
+44 (0)20 4582 1135
Steve Wood
Certified Financial Planner
+44 (0)20 4582 1676
Robert Edwards
Financial Planner
+44 (0)20 4582 1597
Paul Beck
Employee Benefits Consultant, Chartered Financial Planner
+44 (0)20 4582 1562
Tracey Che
Financial Planner
+44 (0)20 4582 1718