Maurice (Mo) has been in financial services since 1987, starting at Norwich Union, working on complex defined benefit scheme wind-ups. Over the years, he has taken on specialist project work, training roles, and lectured for professional bodies and IBM's senior analytical staff.

As a Chartered Financial Planner and Pension Transfer Specialist with over 20 years as an independent adviser, Mo tackles complex cases involving tax planning, retirement planning, and estate planning (including Inheritance Tax) for businesses, individuals, and families. He's skilled at explaining intricate subjects clearly so clients stay engaged and informed.

Outside the office, Mo combines business with pleasure at networking events and business functions. When he's not working, he's busy with his three grandchildren, enjoys reading, playing football ("not the walking kind!"), and taking holidays.