Who am I?

‘It’s what we do, not what we are, that is important.’

One day, an accountant I work with asked ‘what do I tell my clients you are?’ to which I didn’t have a succinct response.

I’ve always believed ‘It’s what we do, not what we are, that is important.

Having worked in the financial services sector continually since 1993, we established our own firm in 2002 with the aim of helping individuals and businesses focus on their financial direction.

We identify not only what is needed but also delve deeper into the aspirations of our clients, as we believe these provide motivation and the energy required to secure financial stability. Working alongside our clients and other professional advisers, we establish a cohesive strategy for business, life in general and family - always with the future in mind. We believe personal, family and business finances are inextricably linked - the success of one has a direct impact on the other. We believe this because its true in our own experience of life.

What we are - according to stereotypical definition - are independent financial advisers but what we do is not the stereotypical surface treatment of an independent financial adviser.

After mulling over our 'clarification' for some time we decided we had an identity crisis - our image did not reflect our own aspirations.

We consulted a brand specialist aka The Guru, who agreed that 'our brand' was not actually telling the whole story and we were selling ourselves a little short of the mark.

Several weeks later following a grilling on values, personality and expectations - I was going to say "and so MOORE was born" but the guru quickly pointed out that the birth had already taken place and we just hadn't named the baby yet - or in other words; Our brand was presented - not invented (The Guru’s stern mantra of "a brand should be in character with actual behaviour or it will fail" is well and truly embedded into our Psyche).

And so there you have it - Clarity at last.

MOORE for your money. MOORE money for your life ...Because we'd expect it!