Wealth Enhancement and Protection

Helping you plan towards a financially secure future

Holistic Financial Planning

Retirement & Pensions

Personal Protection

Long Term Care

Investment Planning

Tax & Estate Planning

Business Protection

School Fees Planning

Independent financial advisers and leading in private client wealth management for over 30 years.

Our Independent Financial Planners help remove the stress about money for people across East Anglia by offering a clear explanation of your choices and options and are genuinely focused on providing exceptional individual and personal service with the aim of developing long term relationships with our clients.

Our Relationship with IWP Financial Planning

IWP Financial Planning (IWP FP) is a collective of independent businesses led by local teams, sharing infrastructure and upholding common standards and values. We chose IWP FP for its client-centric approach, emphasising care, integrity, and collaboration.

IWP FP enables firms to deliver exceptional client service while benefiting from the resources and support of a larger group. This unique opportunity allows select UK IFA practices to achieve economies of scale while maintaining autonomy, backed by industry experts and a centralised support team.

Meet the team

Here at Moss and Roberts, we work closely as a team to ensure we always deliver the best possible service and consistently excellent advice.

As well as the relationship you will have with your Financial Adviser, you will also have a team of experienced individuals working behind the scenes to help you to achieve what you want. Our well-resourced Client Service Team take care of all the administration as well as research and reporting.

Lloyd Johnson Executive Director

Lloyd Johnson

Executive Director &
Financial Planner

Michael Moss

Director & Financial
Planner

Financial Planners

Lloyd Johnson

Micheal Moss

Neil Dobson

Stephen Mooney

Anne Humphrey

Paraplanner

Justin Wiliams

Operations Manager

Sophie Kemp

Client Services Team

Jo Pyle

Katie Mickleburgh

Phoebe Self

Lily Oldman

Chloe Raply

Arthur the Cat 🙂

Working With You

At Moss and Roberts we answer your important financial questions and provide a service that puts you in control of your financial future.

Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial plan specific to your needs.

Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.

Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place. Then as your aspirations evolve in your life, so should your financial plan and we will be on hand through regular reviews.

We appreciate the importance of integrity, professionalism and impartiality, core values that underpin the investment service and financial advice we provide. When it comes to making your money and investments work for you - you need a relationship you can trust.

Get In Touch

Fill in the form below and our team will be happy to assist you

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

Crafton House,
Rosebery Business Park,
Mentmore Way, Poringland,
Norwich, Norfolk,
NR14 7XP

Get In Touch

Fill in the form below and our team will be happy to assist you

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

Crafton House,
Rosebery Business Park,
Mentmore Way, Poringland,
Norwich, Norfolk,
NR14 7XP