Metcalf Moat IFA Ltd

Metcalf Moat is an established team of Independent Financial Advisers based in Petts Wood, Kent. We take pride in building long-term relationships with our clients and providing them with tailored financial guidance. With over 30 years of experience in the industry, we have built a solid reputation for providing personalized and professional advice to individuals and families across the region.

What We Do

Our team of experienced financial planners offers a comprehensive range of services designed to meet your individual financial goals. We work closely with you to understand your circumstances, goals, and risk appetite to develop a tailored plan that meets your unique needs. Some of our services include:

• Investment Planning:

We assist you in creating a diversified portfolio that aligns with your investment goals and objectives. We utilize a systematic approach to risk assessment and portfolio construction to identify suitable investment options that align with your risk tolerance.

• Retirement Planning:

We guide you through your retirement planning journey, from setting financial goals to choosing the right investment options and creating a sustainable withdrawal strategy.

• Tax Planning:

Our specialists work with you to minimize tax liabilities on your investments and income. We can also provide guidance on tax-efficient investment options and retirement planning strategies.

• Financial Review & Analysis:

We undertake regular reviews of your financial plan to ensure its effectiveness and to make necessary adjustments based on your changing circumstances or financial environment.

• Individual Savings Accounts (ISAs):

We can assist you in making the most of your ISA allowance, whether you are investing for the first time or looking to review your current holdings.

Our Approach

At Metcalf Moat, we believe in building strong relationships with our clients based on trust, empathy, and open communication. We take the time to understand your unique circumstances, goals, and aspirations. We work collaboratively with you to develop a plan that is tailored to your needs and regularly monitor and review your progress over time.