SOLUTION FOCUSED GOALS BASED FINANCIAL PLANNING
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
Founder and Financial planner. Visionary of innovative and proactive planning which created the ethos that is Moorland Mayfair.
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 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.
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 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.
LEADING MINDS. LATEST THINKING.
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LET’S WORK TOGETHER
We work as a single united team to give our clients the highest quality advice possible.