Strategic is a family firm of Independent Financial Advisors based in Southend on Sea offering a full financial planning service.
We have an established client bank and cherish our long term client relationships.
New clients also form an important part of our business and we are pleased that the majority of referrals have come from our existing clients, Accountants and Solicitors.
The two principals, David Moore and Oliver Moore, each have over 31 and 16 years of experience respectively in financial services.
David and Oliver are both members of the Institute of Financial Planning and are subject to their code of ethics.
areas of specialism
David Moore
David specialises in the area of Inheritance Tax Planning, Investments, family protection and Lifetime Financial Planning.
Oliver Moore
Oliver specialises in Pension Planning, pre and post retirement, Investment Planning and Lifetime Financial Planning.
summary
Our individual specialisms mean we are able to combine our knowledge to provide a truly holistic financial planning service.
We are fully experienced in all aspects of financial planning and place our clients needs at the heart of our processes.
competence
David
31 years experience
Qualifications
- G10 - Taxation & Trusts
- FP Certificate
- G20 - Personal Investment Planning
Oliver
16 years experience
Qualifications
- DIP PFS - Personal Finance Society Diploma (PFS)
- Advanced Financial Planning Certificate (CII)
- J08 - Financial Planning Process
- J06 - Investment Principles Markets & Environment
- AF4 - Investment Planning
- G10 - Taxation & Trusts
- G60 - Pension
- K10 - Retirement Options
- K20 - Pension Investment Options