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At Maskell Moss we offer independent investment and financial advice to both corporate clients and individuals. We pride ourselves on our ability to provide thorough advice on the potential of preservation and enhancement of your assets for yourself and future generations.

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As qualified independent financial advisers, our team has over 50 years experience in caring for clients and their associated assets. You never know what life will throw your way so that is why the relationships we build are most important to us. Our primary focus is to listen to your needs and aspirations then provide relevant and honest guidance. What’s more, we continue to work with you to ensure that your needs are catered for as circumstances change.

 

Maskell Moss & Co Ltd is Authorised and Regulated by the Financial Conduct Authority

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Company Profile

Maskell Moss & Co Ltd are independent financial advisers based in Cardiff and are authorised by the Financial Conduct Authority. The practice was established in July 1995 as a partnership and then became a limited company in April 2002. As independent financial advisers, we provide advice across the whole of the market and are not tied or restricted to any individual provider.

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We have an experienced team of qualified advisers, paraplanners and support staff to ensure we are always providing the best possible advice on your financial planning needs. 

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The majority of our clients are longstanding, having been with us for many years. We feel this is not only a reflection of the quality of service we provide, but testament to the personal relationships we build with our clients.

Individual Services

Our services to individuals centre primarily on the following areas:

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  • Investment advice and portfolio planning management

  • Inheritance tax planning

  • Pension and retirement planning

  • Personal and family protection

  • Health cover

  • Annuity purchase

  • Private Medical Insurance 

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Office Desk

Corporate Services

Our corporate services concentrate on pension planning and employee benefit schemes for partnerships and small to medium sized companies.

The services which we offer centre primarily on the following areas:

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  • Workplace Pension Schemes

  • Death in Service and Dependants Schemes

  • Income Protection Schemes

  • Private Medical Insurance Schemes

  • Keyman Cover

  • Partnership and Shareholders Protection 

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