Business Details
Your Trusted Partner for Financial Planning Solutions
Established over 30 years ago, Moss & Roberts has built a reputation as a trusted provider of independent financial advice and wealth management services. Our team of experienced professionals specialises in creating tailored financial strategies that align with individual client goals, whether planning for retirement, managing investments, or securing long-term care solutions. As part of the Moss & Roberts network, we combine local expertise with the strength of a nationally recognised brand regulated by the Financial Conduct Authority.Our client-centric philosophy prioritises transparency, integrity, and long-term relationship-building, ensuring clients receive both expert guidance and ongoing support. With a focus on tax-efficient investment strategies and comprehensive financial planning, we empower individuals and businesses across East Anglia to achieve financial security and peace of mind.
Services
Holistic Financial Planning
Investment Planning
Personal Protection
Business Protection
Long Term Care
School Fees Planning
Highlights and features
- We offer 30+ years of experience in independent financial advisory services
- Our client-centric approach prioritises tailored financial strategies
- FCA-regulated expertise ensures professional standards and compliance
- Specialised in tax-efficient investment and retirement planning solutions
- Experienced team provides comprehensive wealth management support
Associations and certifications
- Financial Conduct Authority
Services
Holistic Financial Planning
Our holistic financial planning service creates comprehensive strategies addressing retirement, estate planning, tax efficiency, and family financial security. We analyse your complete financial picture to develop customised plans that align with your life goals. By integrating investment management with protection strategies, we help clients achieve long-term financial stability while maintaining flexibility for changing circumstances.
Investment Planning
We design diversified investment portfolios tailored to individual risk profiles and financial objectives. Our expert advisers select global asset allocations and fund managers to create balanced solutions that adapt to market conditions. Through regular reviews and performance monitoring, we ensure investments remain aligned with clients' evolving goals while maintaining tax-efficient structures to maximise returns.
Personal Protection
This service focuses on safeguarding clients against financial risks from unforeseen events like illness or accidents. We assess individual needs to recommend appropriate insurance solutions that protect income and family financial security. Our approach considers tax implications and integrates protection strategies with overall financial plans to ensure comprehensive coverage against life's uncertainties.
Long Term Care
We help clients plan for future care costs through strategic financial arrangements that maximise available resources. Our advisers evaluate care options and develop funding strategies that preserve assets while ensuring quality care provision. By incorporating care planning into overall wealth management, we help clients navigate complex funding options and access available benefits while maintaining financial security.
School Fees Planning
This service specialises in creating tax-efficient strategies for financing private education and university costs. We develop investment plans that align with educational timelines while considering inheritance tax benefits and trust structures. Our advisers help families balance education funding with broader financial objectives, ensuring educational goals are met without compromising long-term financial stability.
People
Amanda Knight
Financial Planner
With extensive experience in financial planning, Amanda specialises in creating tailored wealth management solutions for individuals and families across East Anglia.
David Sinclair
Financial Planner
David provides expert financial advice focused on retirement planning and investment strategies, helping clients achieve long-term financial security.
James Piercy
Paraplanner
James supports financial planners with technical analysis and research, ensuring accurate and comprehensive financial planning documentation for clients.
Sophie Kemp
Client Services Team
Sophie manages client administration and coordinates financial planning processes, providing essential support for seamless client service delivery.
Phoebe Self
Client Services Team
Phoebe assists with client reporting and investment research, ensuring high-quality service through meticulous attention to detail and client communication.
Questions
What areas do you cover?
We serve clients across East Anglia with particular expertise in Norwich and Norfolk-based financial planning requirements.
How are you regulated?
We operate as IWP Financial Planning Limited, authorised and regulated by the Financial Conduct Authority (FCA reference 441359).
What financial planning process do you use?
Our structured approach includes initial consultation, comprehensive needs analysis, tailored recommendations, implementation support, and regular plan reviews.
How do you charge for services?
We provide transparent fee structures during initial consultations, with charges based on the complexity and scope of financial planning requirements.
Can you help with tax-efficient investments?
Yes, we specialise in creating tax-efficient investment strategies using ISAs, pension arrangements, and inheritance tax planning techniques.
Do you work with business owners?
We provide tailored financial planning services for business owners, addressing both personal wealth management and business protection needs.
