about us

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.

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 Moore

David specialises in the area of Inheritance Tax Planning, Investments, family protection and Lifetime Financial Planning.

Oliver Moore

Oliver Moore

Oliver specialises in lifestyle and financial planning.

Oliver is a Certified Financial Planner professional.

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

Specialist Qualifications

  • G10 - Taxation & Trusts
  • G20 - Personal Investment Planning

Oliver

Specialist Qualifications

    Certified Financial Planner

    Chartered Financial Planner

    G60 – Pension Transfer Specialist

    K10 – Retirement options

    K20 – Pension Investment Options

    AF4 – Investment Planning

    G10 – Taxation and Trusts

    Step Certificate – Trusts and Estate Planning

meet the team

Meet the team of people who make it possible for us to successfully navigate the immense amount of administration involved in financial planning.

complaints policy

As an Independent Financial Services firm authorised with the Financial Conduct Authority (FCA) the regulator has set out its rules in relation to handling clients complaints. In order to meet these rules we have put the following procedures in place.

professional indemnity insurance

Details of our Professional Indemnity insurance can be found here, to comply with the Provision Of Service Regulations 2009.

our environmental policy

In the same way we care for your future financial needs, we care about the environment in which these needs are enjoyed. Our environmental policy is to seek to operate a long term sustainable business model.