Jonathan Cotty Chartered FCSI
Jonathan Cotty Chartered FCSI
Financial Planner & Investment Specialist
09/03/2023
Very grateful to have been featured as a full page spread in our regional newspaper, The Moorlander, and also upon their website.
Our high street offices are open and we are very much enjoying meeting new people.
Independent financial advisers coming to Okehampton From 1st March, 2023, Okehampton will once again have a dedicated, local and independent financial planning firm operating from accessible high street premises. Moor Independent Financial Advisers are opening their doors in the heart of the town at 6 East Street. Jonathan Cotty has been sharing with...
14/02/2023
Moor Independent Financial Advisers are excited to announce the opening of high street premises in Okehampton next month.
We are also delighted to be writing regular contributions for local magazine, Distinctly Winkleigh. These will also be published on our secure website on the link below.
The topic this quarter discusses the options for cash held on account in the face of an extended period of inflation. We also highlight important points to consider if you have monies invested at present. For example, the difference between a 'risk rated' and 'risk-targeted' approach is incredibly important; however, many people are not clear what the difference is, nor if it relates to their own holdings.
HTTPS://www.moorifa.co.uk/news.html
Articles and news from Moor Independent Financial Advisers Recent news and articles from Moor Independent Financial Advisers in Okehampton, Devon
14/02/2023
Worth a look!
Articles and news from Moor Independent Financial Advisers Recent news and articles from Moor Independent Financial Advisers in Okehampton, Devon
14/02/2023
Articles and news from Moor Independent Financial Advisers Recent news and articles from Moor Independent Financial Advisers in Okehampton, Devon
Jonathan Cotty Chartered FCSI - Financial Planning Consultant Charles Derby
I am qualified to Chartered status, a Fellow of the Chartered Institute for Securities and Investment and I have been advising since the late 1990’s.
I will undertake a comprehensive review of your circumstances and may offer you a range of solutions according to your requirements, incorporating but not limited to Pensions, Taxation, complex Inheritance Tax and Estate Planning, Investments, Bonds and Trusts.
The right choice of investments will underpin the success of all manner of plans. Alongside performance, it is vital to consider the differing taxation implications and to balance the risk exposure against the objectives. Qualified to the highest level and with direct investment experience gained in the City, I draw on this knowledge to assist clients with their financial planning, initially ensuring the right suite of products to meet their needs tax-efficiently and continuously monitoring the underlying investments to ensure plans stay on track.