SOLUTION FOCUSED GOALS BASED FINANCIAL PLANNING

Moorland-Mayfair-happy-couple-on-ipad

We strive to thoroughly understand your personal circumstances and goals. Our innovative and effective financial planning tools and strategies are built and adapted to your changing needs and objectives.

UK TEAM. WORLD CLASS PLANNING.

KYLE JONES DipPFS

MANAGING
DIRECTOR

Founder and Financial planner. Visionary of innovative and proactive planning which created the ethos that is Moorland Mayfair.

Anna Cuming of Moorland Mayfair Wealth Management

ANNA CUMING DipPFS

COMPLIANCE & ADMINISTRATIVE SYSTEMS COORDINATOR

Having established herself as a true leader, Anna assists with the design and maintenance of our key systems and processes that ensure the smooth running of Moorland Mayfair, keeping us compliant in the ever changing world of Financial Services regulation.

Alex Palmer of Moorland Mayfair Wealth Management

ALEX PALMER DipPFS

INDEPENDENT FINANCIAL ADVISER, HEAD OF RESEARCH & ANALYTICS

Alex has been integral to the structural formation of Moorland Mayfair Wealth Management since its humble beginnings. Having achieved a degree in Mathematics, Operational Research & Statistics, Alex left his Analyst role at the Principality Building Society to become a regulated Independent Financial Adviser. When he’s not advising, Alex chairs our investment committee and is the driving force behind Moorland’s comprehensive planning.

Stephen Tutton of Moorland Mayfair Wealth Management

STEPHEN TUTTON

HEAD OF MARKETING & DEVELOPMENT

Stephen joined the Moorland Mayfair team after previous success working with some of the UK & USA’s largest banking groups. Heading up marketing and development, Stephen keeps the firm advancing forward to bring our clients the latest communications, news and technology to provide the highest level of advice and service.

Raffaele Castaldo of Moorland Mayfair Wealth Management

RAFFAELE CASTALDO DipFA

INDEPENDENT FINANCIAL ADVISER

Having been contracted to one of the UK’s largest banks, Raffaele’s successful track record is evidenced by his commitment to provide an excellent level of service and his strong work ethic. Raffaele’s in depth knowledge and charismatic personality are a benefit not only to his clients but also to the firm.

Society grows great when old men plant trees whose shade they know they shall never sit in.

PROTECT AND ENHANCE MY WEALTH

LEADING MINDS. LATEST THINKING.

Our Monday morning market reflection – April 23rd 2018

April 23rd, 2018|0 Comments

In this weeks edition: Market reassess likelihood of May rate rise UK: Weak inflation data raises interest rate uncertainty; [...]

Moorland Mayfair’s weekly market commentary – 16th April 2018

April 16th, 2018|0 Comments

In this weeks edition: War Fears Overtake trade fears World: Syria attack triggers oil fears; UK: Theresa May no [...]

Our weekly market reflection – 9th April 2018

April 9th, 2018|0 Comments

In this weeks edition: Tit for Tat on trade causes market tremors; World: Equities edge higher as trade tensions [...]

Our weekly market reflection – 3rd April 2018

April 3rd, 2018|0 Comments

In this weeks edition: Technology woes and trade fears sustain volatility; Tech: FAANG stocks drag down global equities; UK: [...]

 

LET’S WORK TOGETHER

We work as a single united team to give our clients the highest quality advice possible.

MANAGE MY WEALTH