Metcalf Moat IFA Ltd

At Metcalf Moat, we are a team of experienced and dedicated independent financial advisers, providing expert guidance to help our clients achieve their financial goals. With over three decades of experience, we have built a reputation for delivering tailored financial solutions that cater to the unique needs of our clients. Our core values are built on a foundation of trust, transparency, and a deep understanding of the ever-changing financial landscape.

Our Services

At Metcalf Moat, we offer a comprehensive range of financial services designed to help our clients achieve their goals. Whether you're looking to invest for the first time, seeking a review of your current holdings, or planning for retirement, our expert team is here to help.

Investments

We have been advising clients since 1989, and our expertise lies in providing bespoke investment solutions tailored to meet the unique needs of our clients. Our approach is centered around building a clear financial picture of our clients, identifying their goals, and providing expert advice to help them achieve their objectives. Our investment services include:

• Individual Savings Accounts (ISAs): ISAs are a popular way to invest, offering tax efficiency and flexibility. We can help you choose the right ISA for your needs.
• Risk Rated Portfolios: Our risk-rated portfolios are designed to help you invest in line with your risk appetite. We offer five distinct portfolios, each with a unique risk profile.
• Regular Reviews: We believe that regular reviews are essential in ensuring your investment portfolio remains aligned with your goals. We offer annual reviews to help you stay on track.

Pensions Saving for Retirement

Planning for retirement requires careful consideration of your financial situation, goals, and options. We can help you navigate the complexities of pension saving and ensure you're on track to achieve a comfortable retirement.

Our pension saving services include:

• Personal Pensions: We can help you choose the right personal pension for your needs.
• Retirement Annuity Contracts: We can assist you in setting up a retirement annuity contract to provide a steady income in retirement.
• Free Standing Additional Voluntary Contributions (AVCs): We can help you understand the benefits of making AVCs to supplement your pension pot.

Our Philosophy

At Metcalf Moat, we believe that a holistic approach is key to achieving financial success. We take the time to understand our clients' unique needs, goals, and risk tolerance to provide tailored solutions that cater to their individual circumstances. We understand that every client is unique, and we're committed to delivering exceptional service and expertise to help our clients achieve their financial objectives.