Looking after you, your family and
the next generation
About
PAUL MOAT Dip PFS
I have worked in financial services for over two decades. In that time, I have acquired skills and qualifications that allow me to give the best possible advice to my clients.
As Director of Grey Street Wealth, I run my own financial advice business to deliver a great service to clients. My business aims to look after clients like family. This is something we practice each day. Over the years, I have built up great relationships with accountants and solicitors where we have mutual clients who receive full advice across many areas.
In my spare time, I enjoy running, mountaineering and visiting Cheltenham each March.
Diploma in Regulated Financial Planning
Award in Pensions Update
Certificate in Pension Transfer Advice
Certificate in Life & Pensions
Award in Long Term Care Insurance
RETIREMENT
As you start to look at the next stage of your life, getting the right advice can be priceless. Making a decision as to what you need to do with your pension can be daunting.
This could involve looking at your pensions and the income/lifestyle you can afford. Alternatively when a
relationship ends sometimes a pension can be shared or simply given. There will be decisions that professional advice can help you with.
Using cash flow modelling and the correct approach can help take some of the stress away. Looking at the best options for you and giving you advice to help you have the most enjoyable retirement.
WEALTH MANAGEMENT
We deliver Wealth Management and Financial Planning in a
personal approachable way.
Our clients come from many backgrounds however most
have or are running businesses, hold senior positions in large
multinationals or are Professionals.
Surrounding yourself and your family with the right planner
can help protect what you worked so hard for. We can
implement a financial plan to help look after you, your family
and the next generation.
Delivering on key accountabilities
- First class service from the moment you join us to when
you pass your legacy on with our Precision Review. - Controlling and keeping your financial costs as low as
possible. - Taking advantage of tax savings and structuring your
investment in a tax efficient manner. - Using Cashflow modelling to make sure you enjoy your
hard work with peace of mind you are leaving a legacy.
“In retirement, you need enough purpose to leap out of bed in the morning and enough money to sleep well at night”.
TESTIMONIALS
Our Costs
| Pension / Investment | Fee percentage |
|---|---|
| £0 - £100,000 | 3% |
| £100,001 - £250,000 | 2% |
| £250,000 + | 1% |
Ongoing Advice
Private Client Review is charged at 1% p.a. for funds up to £1m. The cost is then tied down after £1m. Please contact us for more information.
*This may be subject to change if extended Inheritance tax planning is needed.