Helping you build a secure and fulfilling future
At Strategic Financial Planning, we believe that financial planning is more than just numbers; it’s about creating the freedom to live life to the fullest. Whether you’re planning for retirement, investing for the future, or protecting your family, our expert team is here to guide you every step of the way.
We provide clear, independent advice to help you make informed decisions with confidence, so you can focus on what matters most: your family, your dreams, and your future.
Speak with an expertHow we help you
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Financial planning
A tailored financial roadmap to help you make the most of your money and build a life that reflects what matters most to you. Whether you're setting long-term goals, managing wealth, or navigating life changes, we create clear, strategic plans designed to give you financial freedom and peace of mind.
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Wealth management
Your wealth should work for you—not the other way around. We help you grow, protect, and manage your assets, so you can enjoy life without financial stress. From portfolio diversification to tax-efficient investing, we ensure your wealth is structured for stability, security, and long-term success.
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Investments
Smart investment strategies designed to help you build long-term financial growth while managing risk. We create bespoke investment plans aligned with your goals, risk appetite, and time horizon, ensuring your money works efficiently for your future.
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Retirement & pensions
It’s never too early, or too late, to start planning for retirement. We help you create a pension strategy that supports your future lifestyle, whether that means travelling the world, spending more time with family, or pursuing new passions. Our expert guidance ensures you can retire with financial security and confidence.
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Legacy planning & inheritance tax
Your wealth is a reflection of a life well lived. We provide strategic estate planning and inheritance tax solutions to ensure your legacy is passed on efficiently and meaningfully, so your loved ones benefit from what you’ve built.
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Protection & insurance
Life is unpredictable, but you can plan for it. We help you secure the right protection—whether it’s life insurance, critical illness cover, or income protection—so you can focus on living fully, knowing your future is secure.
Why choose Strategic Financial Planning?
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Tailored advice
We take the time to understand your financial goals and create personalised plans to suit your needs.
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Expert guidance
We are led by Chartered and Certified Financial Planner Oliver Moore, with over 30 years’ experience in financial planning and wealth management.
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A long-term partnership
We build relationships that evolve with your financial journey.
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Clear, jargon-free advice
We make complex financial matters easy to understand.
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Truly independent advice
We’re not tied to any providers, ensuring our recommendations are based on what’s best for you.
Take control of your financial future
Your journey starts with a conversation. Whether you’re planning for retirement, growing your investments, or securing your legacy, we’re here to help.
Speak with an expert