the team

Oliver Moore

Oliver Moore

Managing Director

Oliver specialises in lifestyle and financial planning. He has developed a simple way of helping clients to express and explore their own personal goals and aspirations – helping to see what is actually possible with available resources.

In Oliver’s spare time he will be running around after his two children or jogging or swimming along the seafront to try and keep in shape!

Financial services qualifications held by Oliver are:

  • 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

David Moore

David Moore

Director

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

Financial services qualifications held by David are:

  • G10 - Taxation & Trusts (CII)
  • F20 - Personal Investment Planning (CII)

Danielle

Danielle

Business Development Manager

Danielle joined the team in 2003 with a background in Financial Services and is dedicated to fostering good working relationships both internal & external to our firm. Outside of work, she enjoys time spent in the parish community, is a bit of a foodie who loves baking for her family, a WI member and a keen walker having contracted the Camino “bug”.


Elyza

Elyza

Client Support

Elyza is our lead administrator having provided loyal service since joining us back in 2001. Elyza’s drive for efficiency and organisational skills are second to none. With a good sense of fun, Elyza has arranged many a team activity keeping us on our toes and taking us out of our comfort zone. In her own time, Elyza is one half of the successful duo “Whom by Fire” performing across the South East & London.


Gemma

Gemma

Paraplanner

Gemma has worked for Strategic since 2007. She has an excellent working knowledge of our clients adding a high level of efficiency and personal service.


Liam

Liam

Client Support

Liam joined Strategic in 2014 as an apprentice administrator and is studying towards a Level 4 Diploma in Financial Services. Liam is always ready to help and maintains great relationships with our clients as well as being our technology champion back in the office. Often at weekends Liam can be found leading Scout camps and making the most of the British weather.