Moorbridge was created in 2004 by Ian Durston, an associate of the Chartered Insurance Institute and a Fellow of the Personal Finance Society, following a ten year career with one of the South West’s most respected accountancy and financial services firms.
Ian specialises in providing high quality, professional independent financial advice to individuals, businesses and other organisations.When not wearing his financial hat, Ian helps to run the family farm with his parents, rearing pedigree Red Devon cattle. The beef is sold through a local traditional butcher’s shop. Ian has specialist knowledge of the financial needs of the farming industry and wider rural community.
How we are paid
Initial meetings with new clients are offered without obligation.
The purpose of the initial meeting is to establish a prospective clients financial needs and objectives. At this stage we would discuss how we would be paid for our service.
After the initial free consultation, we will agree with you how we can be paid (normally evaluated at a rate per hour or a percentage of the sums invested, premiums payable or amount borrowed). Prior to undertaking any work we would explain to you in writing the cost of our services and the payment options.
Click here to download: Our Service Proposition