We are approved and qualified Independent Financial Advisors since 2012 and Discretionary Fund Managers since 2017
Antony Moyes – Chief Investment Officer
Moyes Investments was founded by Antony Moyes, Chief Investment Officer who directs and manages the business. The company has a national reach, originally East Anglia based from Norwich, but now with offices in Newmarket and Colchester with connections in London. Moyes Investments are very proud of their pace and development through the industry and are part of a very niche group nationally offering Financial Advice and a Discretionary Fund Management service in house.
“I made a pledge to make Moyes Investments a better business by offering a far superior service to our clients, subsequently improving our knowledge and skills into the Discretionary Fund Management (DFM) market. This goal was achieved in April 2017, and we now stand at the top of our industry where only approximately 5% have this skill level and capability. This service of more active and nimble fund management is in a league of its own. As we work in the background looking for ways to tweak the portfolio due to economic conditions, or proposed changes due to performance, this makes for a much better investment fund management for the client.”
We promise is to listen to all of your needs, priorities and to your goals. We will assess your personal situation and map out your financial journey with the appropriate products that will benefit you. We will direct you to your desired destination tax efficiently, monitoring and reporting your investments quarterly to you. In short, we will manage your money and make your money work for you.
I discovered years ago that I have a lot inside my head that allowed me to change people lives quite significantly for the better. Financial management as a subject matter isn’t too complicated either, it just needs explaining in a clear and logical manner so people can understand it. I actually think if you received an education on this at school, even at a basic level, it would make tacking life finances much easier.
I am a second career individual after 12 years in the Royal Air Force and now the founder and lead Director of Moyes Investments. The company, established in 2012, has worked successfully and solely on a referral basis since inception. Our growth and sustainability has been largely due to the fact that we have always been more than happy to impart knowledge and provide people with an actual understanding of the information and figures.
The investment management model that Moyes operates is what we like to think of as ‘new school’. This is where the funds held in clients Pensions, Stocks and Shares ISA’s and Investment Bonds are checked monthly and communicated to clients on a quarterly basis. This has proved to be a very successful process and I’m delighted to talk to people about it to see if they would like to embrace it for themselves. Our philosophy is pretty basic; we like to feel ALL of our clients lives have been enriched by their engagement and experience with Moyes Investments.
Antony joined the financial services sector in 2004, following a successful 12-year career in the Royal Air Force. Initially focussed on mortgage services in 2004, Antony developed the business further to incorporate a comprehensive Financial Advice service in 2012. Armed with qualifications in mortgage and financial advice, Moyes Investments is now fully equipped to offer a ‘new School’ approach to investment management strategy through a portfolio service and our Discretionary Fund Management, established in 2017. We believe this puts us head and shoulders above our peers with bespoke financial advice and tax planning for everybody, followed by the opportunity to engage in the fund management, if comfortable.
Moyes Investments is a trading name of Moyes Financial Planning Ltd. We are directly regulated by the Financial Conduct Authority. Our Financial Services number is 571590 and this can be verified by the online FCA Register – www.fca.org.uk/register
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Further details can be found on www.financial-ombudsman.org.uk
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK