contact@bluemoonwealth.co.uk - 07970 773456

Blue Moon Wealth
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  • More
    • Home
    • About Us
      • About Us
      • Meet the Team
      • Why Choose Us?
      • Our Fees
      • FAQs
    • Individual Planning
      • Individual Planning
      • Financial Protection
      • Retirement Planning
      • Savings & Investment
      • Tax Planning & Mitigation
      • Wills, Trusts & LPA
    • Who we work with
      • Who We Work With
      • Still Working
      • Planning for Retirement
      • Retiring Now
      • Already Retired
    • Contact Us
Blue Moon Wealth
  • Home
  • About Us
    • About Us
    • Meet the Team
    • Why Choose Us?
    • Our Fees
    • FAQs
  • Individual Planning
    • Individual Planning
    • Financial Protection
    • Retirement Planning
    • Savings & Investment
    • Tax Planning & Mitigation
    • Wills, Trusts & LPA
  • Who we work with
    • Who We Work With
    • Still Working
    • Planning for Retirement
    • Retiring Now
    • Already Retired
  • Contact Us

It’s important that you feel confident in putting your trust in us. Here are a few reasons why we’re different…

Why Choose Us?

We're independent

We're independent

We're independent

 You’ll reap the benefits of the unbiased advice we offer to clients. Being independent means we can search the entire market to find a product that best suits your needs. We’re not tied to one particular provider, which allows us to focus on getting the right solution for you.

We're specialists

We're independent

We're independent

 Growth and development are what set us apart, and we’re immensely proud to be specialists in delivering financial advice. Ultimately, you reap the benefits of our experience and determination through the service we provide. I will aim to find a solution to whatever you bring to the table.

The FCA register

We're independent

We're an exceptional team

 Blue Moon Wealth Ltd is an appointed representative of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority. You can find us on the FCA register here.  

We're an exceptional team

We make the complex, simple

We're an exceptional team

 We will go the extra mile to deliver a bespoke service with the aim to help you achieve the outcome you desire.

We keep up to date with the latest financial insights and have your best interests at heart. 

We put your needs first

We make the complex, simple

We make the complex, simple

 People will always come before products. It’s you that we do this for, and our mission is to help you achieve financial freedom and feel secure about your future. It’s at the core of all the work we do, and you’ll see it from the moment you start working with us. 

We make the complex, simple

We make the complex, simple

We make the complex, simple

 Speaking in jargon-free English is crucial in the role as a financial adviser. You need to understand what we’re talking about so you can make a fully informed decision. If you have any questions or just need someone to explain things in extra detail, we’re happy to help. 

Blue Moon Wealth Ltd is an appointed representative of Corbel Partners Limited, which is authorised and regulated by the Financial Conduct Authority.


Registered in England and Wales. Registered number: 14181768.

  

Registered office address: 290 Mortlake Road, Ilford, IG1 2TF


Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk


The information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.


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