Moss & Roberts Wealth Management

Who we are

Moss and Roberts (Wealth Management) is an independent financial planning practice based in Norfolk, serving clients across East Anglia. For over 30 years, our team of experienced financial planners have been helping individuals and families navigate the complexities of financial planning. We are committed to providing personalized, holistic financial guidance to empower you to achieve your financial goals.

Our Values

Integrity, professionalism, and impartiality are at the core of our financial planning approach. We believe in:

• Client-centered relationships: We take the time to understand your unique goals, concerns, and circumstances.
• Transparency: We provide clear and concise explanations of your financial options and the potential risks and rewards.
• Expertise: Our team has extensive knowledge and experience in various financial areas, allowing us to offer holistic and tailored solutions.

Our Services

Our comprehensive services cover every aspect of your financial life, including:

1. Holistic Financial Planning

• Developing a tailored financial roadmap to address your individual needs and aspirations.
• Reviewing your current financial situation and identifying potential areas for improvement.
• Setting financial goals and establishing achievable milestones.

2. Investment Planning

• Creating and implementing a diversified portfolio that aligns with your risk tolerance and financial goals.
• Regular review and optimization of your investments to ensure they remain aligned with your evolving needs.

3. Retirement & Pensions Planning

• Maximizing your contributions to private and public pension schemes.
• Reviewing and optimizing your existing plans to guarantee optimal returns.
• Planning for a seamless transition into retirement.

4. Tax & Estate Planning

• Developing a comprehensive estate plan that safeguards your assets and minimizes taxes.
• Guidance on inheritance tax planning, capital gains tax planning, and other tax-efficient strategies.

5. Personal Protection

• Identifying and mitigating potential risks such as critical illness, disability, and long-term care needs.
• Providing guidance on various insurance options to protect your income and financial security.

6. Business Protection

• Tailored solutions for business owners to protect their finances and operations in the event of adversity.

Working With Us

We believe in an open and collaborative relationship with our clients. We actively encourage your questions and concerns and work together to make informed financial decisions. Our team is dedicated to providing personalized attention and ongoing support throughout your financial journey.