Moyes Wealth Management Limited
MW
Financial Advisors
Moyes Wealth Management Limited
Montague Court, Newbury RG14 1JL
# Moyes Wealth Management Limited
Moyes Wealth Management Limited, based in Newbury, is an independent financial advisory firm directed by Kevin Moyes, who brings over 24 years of industry experience and 17 years of business ownership to the role. The firm serves individuals and business owners seeking bespoke wealth management solutions tailored to their specific circumstances rather than standardised off-the-shelf products.
The business caters to clients across multiple life stages—from those building investment portfolios and protecting their families through insurance, to business owners managing corporate finances and individuals planning their retirement. Their approach centres on comprehensive financial understanding: advisers first assess clients' financial position, short and long-term objectives, and personal circumstances before developing customised strategies.
What distinguishes Moyes Wealth Management is their commitment to relevance across both commercial and technical dimensions. Rather than applying generic solutions, Kevin Moyes and his team pride themselves on understanding individual client needs deeply and ensuring recommendations serve genuine financial goals. The firm provides access to a broader network of professional specialists for complex matters, extending their capability beyond core advisory services.
The business holds strong professional credentials, with Kevin Moyes holding DipPFS and Certificates in Investment Planning and Estate Planning through the Chartered Institute of Insurance. This foundation supports their positioning as a trusted advisor capable of navigating complex financial landscapes for discerning clients seeking expertise-driven, personalised guidance.
Moyes Wealth Management Limited, based in Newbury, is an independent financial advisory firm directed by Kevin Moyes, who brings over 24 years of industry experience and 17 years of business ownership to the role. The firm serves individuals and business owners seeking bespoke wealth management solutions tailored to their specific circumstances rather than standardised off-the-shelf products.
The business caters to clients across multiple life stages—from those building investment portfolios and protecting their families through insurance, to business owners managing corporate finances and individuals planning their retirement. Their approach centres on comprehensive financial understanding: advisers first assess clients' financial position, short and long-term objectives, and personal circumstances before developing customised strategies.
What distinguishes Moyes Wealth Management is their commitment to relevance across both commercial and technical dimensions. Rather than applying generic solutions, Kevin Moyes and his team pride themselves on understanding individual client needs deeply and ensuring recommendations serve genuine financial goals. The firm provides access to a broader network of professional specialists for complex matters, extending their capability beyond core advisory services.
The business holds strong professional credentials, with Kevin Moyes holding DipPFS and Certificates in Investment Planning and Estate Planning through the Chartered Institute of Insurance. This foundation supports their positioning as a trusted advisor capable of navigating complex financial landscapes for discerning clients seeking expertise-driven, personalised guidance.
Services offered
Investment planningProtection planningRetirement planningMortgages and specialist bankingCorporate servicesWill writingTax managementEmployee benefits packages