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 is a paraplanner / personal assistant and has worked for Strategic since 2003. She specialises in protection products, getting complaints resolved by top executives and baking amazing cakes!


Elyza

Elyza

Client Support

Elyza is an administrator and has worked for Strategic since 2001. She works part time to allow her to concentrate on raising the profile of her very successful band ‘Caleb’.


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 under a financial services apprenticeship completing both level 2 and level 3. Liam is very helpful and maintains great relationships with our clients. Often at weekends Liam can be found leading scout camps and enjoying the British weather!