Business Details
Your Trusted Financial Partner in Southend-on-Sea
Strategic IFA Financial Planning is an independent financial advisory firm based in Southend-on-Sea, Essex. Established with a commitment to providing clear, personalised advice, we specialise in helping individuals, families, and business owners achieve financial clarity and security. Our team, led by Chartered and Certified Financial Planner Oliver Moore, brings over 30 years of combined expertise in pensions, investments, and estate planning. We operate as a fully independent firm, ensuring all recommendations prioritise client needs without ties to financial service providers. Our holistic approach considers both financial metrics and personal aspirations, empowering clients to make informed decisions aligned with their values.With a focus on lifelong relationships, we deliver ongoing support through regular reviews and adaptive financial strategies. Our credentials include Chartered status from the Chartered Insurance Institute and authorisation by the Financial Conduct Authority. We serve clients through tailored financial life plans, retirement strategies, wealth management solutions, and protection services. Our mission remains to provide ethical, jargon-free advice that enables clients to live life to the fullest with financial confidence.
Services
Financial Planning
Wealth Management
Investments
Retirement Planning
Legacy Planning
Protection & Insurance
Highlights and features
- Chartered Financial Planner status demonstrating highest industry standards
- Fully independent advice with no product provider ties
- 30+ years' combined experience in pensions and investment planning
- Holistic approach integrating financial metrics with personal aspirations
- Client-first philosophy with ongoing support and regular reviews
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
Services
Financial Planning
Comprehensive financial planning creating tailored roadmaps aligned with personal goals and life stages. Our approach integrates risk assessment, budgeting strategies, and milestone planning to build financial security. Services include lifetime financial planning, education funding, and divorce financial guidance, supported by regular reviews ensuring ongoing alignment with evolving needs.
Wealth Management
Strategic IFA wealth management focusing on portfolio diversification, tax-efficient investing, and ethical investment options. We implement diversified asset allocation strategies while offering sustainable investment choices aligned with client values. Our services include regular savings plans, wealth preservation techniques, and risk management strategies to protect and grow client assets.
Retirement Planning
Specialised retirement planning covering pension reviews, income drawdown options, and tax-efficient retirement strategies. We assist with workplace pensions, SIPPs, and SSAS schemes while providing long-term care planning. Services ensure clients achieve financial independence through optimised pension consolidation and retirement income planning.
Legacy Planning
Inheritance tax planning and estate management services using trusts, gifting strategies, and will creation. Our approach minimises tax liabilities while ensuring assets transfer according to client wishes. We collaborate with legal professionals for probate support and comprehensive estate administration guidance.
Protection Insurance
Financial protection solutions including life insurance, critical illness cover, and income protection policies. We design bespoke protection plans safeguarding families and businesses against unforeseen circumstances. Services extend to private medical insurance and business protection strategies for key personnel and partnerships.
People
Oliver Moore
Managing Director
Chartered Financial Planner with over 30 years' experience specialising in pensions, investments, and estate planning. Holds multiple industry qualifications including CFP and STEP certifications. Combines technical expertise with personal approach to client relationships. Actively involved in community projects through charity trusteeship.
Thomas Woodyatt
Financial Adviser
Financial adviser with decade-long banking background, specialising in investment and retirement planning. Brings management experience to client strategy development. Focuses on helping clients achieve financial independence through tailored savings and investment solutions while maintaining strong client relationships.
Danielle Speirs
Development Manager
Over 30 years' financial services experience supporting business projects and regulatory compliance. Background spans pension administration and credit risk management. Plays key role in operational development while maintaining client-focused business improvements through strategic initiatives.
Michela Brownlee
Client Support
Client support specialist with nearly decade in financial services. Provides administrative support to advisers while managing day-to-day office operations. Brings banking experience to client interactions, ensuring smooth service delivery and efficient practice management.
Gemma Older
Paraplanner
Experienced paraplanner supporting financial advisers with research and plan implementation since 2007. Ensures accurate financial recommendations through detailed analysis. Combines technical skills with client-focused approach to deliver structured financial guidance and documentation.
Questions
What financial planning services do you offer?
We provide lifetime financial planning, retirement strategies, wealth management, legacy planning, and protection insurance tailored to individual circumstances and goals.
Are you regulated financial advisers?
Yes, we're authorised and regulated by the Financial Conduct Authority with Chartered status from the Chartered Insurance Institute.
How does the consultation process work?
Initial no-obligation consultation discusses financial goals, followed by personalised insights and tailored plan development if you choose to proceed.
Do you work with clients outside Essex?
While based in Southend-on-Sea, we work with clients across the UK through remote consultations and digital communication tools.
What makes Strategic different from other advisers?
Our Chartered expertise combined with independent advice, holistic approach, and commitment to ongoing client relationships create distinct value.
How often are financial plans reviewed?
We recommend regular reviews annually or when significant life changes occur to ensure continued alignment with financial objectives.
