Metcalf Moat has been advising clients during the ever changing investment and economic landscape since 1989. We begin our relationship with a new client by firstly establishing their current financial situation. We achieve this by obtaining details of any investments they currently hold, while also assisting them in assessing their current income and expenditure.Along with a clear financial picture of our client, we also want to identify their goals - be they short, medium or long term; achieving capital growth; investing for income and so on.
Services
I started my Financial Services career with a national insurance company in 1987, where I worked for ten years before leaving to join Metcalf Moat. I knew and respected the team at Metcalf Moat, and wanted to be able to offer clients independent advice. While I worked for the insurance company, I was only able to offer their products to address a client's needs.
Reviews (1)
Peter Blackledge
Feb 07, 2021
