Paul Moat

Helping you achieve your goals is what drives me as a Sandringham Advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important times now and in the future.

With over 17 years of experience in financial services I understand that your time is precious. I aim to deliver a service that enables you to spend less time on organising and monitoring your savings and investments.

By providing advice on Savings and Investments, Retirement Planning / Pension advice, Protection both personal and business, Trust and Estate Planning, myself and my fellow Sandringham Partners can help deliver great outcomes for those important times ahead.

Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to helps us understand your needs and identify the best way to achieve your goals.

Sandringham’s Precision ongoing client service cutting-edge technologies allow me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals.

Outside of work I enjoy keeping fit by running. I also try and visit the Lakes with my partner which involves doing a few fells. I enjoy watching Horse racing and try to attend The Festival in Cheltenham each year.

Please feel free to contact me for a complimentary meeting if you would like to know more about the financial advice and the type of services that I can offer you and I will respond back to you at my earliest convenience.