Paul Moody
Armstrong Watson Financial Planning & Wealth Management
Minimum savings/pensions: Over £50,000
Unavailable for contact through VouchedFor
Based in Penrith
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FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 03 May 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Recent Client Reviews
Paul has not received any client reviews in the past 12 months
Paul has not received any reviews in the last 12 months
Paul has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 January 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has not yet added their fees to their profile
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Paul has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 03 May 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Recent Client Reviews
Paul has not received any client reviews in the past 12 months
Paul has not received any reviews in the last 12 months
Paul has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 January 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
I have been providing financial advice to clients for nearly 30 years now having spent 12 years managing my own successful financial practice here in Penrith. My key strengths are working with families and their businesses, protecting and managing their wealth up to and throughout retirement. Then, where appropriate, I help support and advise clients to pass on their wealth to the next generation tax efficiently. I believe the reason clients engage with me as their trusted adviser is because I deliver advice, support and guidance in a straightforward, easy to understand manner.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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