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About the firm -
Miles Moseley set up the firm in 1990 after a turbulent few years in the financial services business firstly as a partner in a previously successful Tunbridge Wells practice then a freelance consultant working for an insurance broker in Sevenoaks.
After joining the first firm the effects of the 1980's recession were beginning to
hit and Miles ended up by writing cheques to the firm to keep it running due to a
collapse in business -
Miles wanted to create a financial planning firm that would cater for a small number
of clients who wanted an individual and personal financial planning service, an aim
which is still being achieved after more than 20 years. Miles now looks after the
financial affairs of around 50 clients. Miles does most of the work himself, including
all the financial planning, investment planning and portfolio management and therefore
all clients speak to Miles and Miles alone. There are no other front-
Miles started his career as a civil engineer with a degree from Kings College London.
After five years on various sites and a two year spell in a design office he decided
that he would prefer a career in the life insurance business and joined London Life
as a consultant. Unfortunately that company ceased to exist after two years and Miles
joined Clerical Medical as a broker consultant where he reached a top-
Miles lives near Maidstone with his wife and has two grown up children. His hobbies include anything DIY, boarding guide dogs, restoring, maintaining and riding motorcycles (he is also a qualified advanced riding instructor), driving his sports car on various race tracks in the UK and France and camping holidays in Europe.
He has also accumulated a small buy-
You can read more about Miles' qualifications (and see a photograph!) by clicking here.