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Actuarial & Investment Service (AIS)
Actuarial & Investment Services is Authorised and Regulated by the Financial Services Authority.
David Moss BSc FIA
AIS has built itself a reputation of providing a highly personalised, comprehensive service to both private and corporate clients.
What We Do
Retirement and Pension Planning
AIS can help to design and implement a pension scheme to suit you, following a complete review and analysis of your financial affairs.
Corporate Pension Services
AIS will advise business owners and senior executives about maximising returns whilst minimising risk and being tax efficient.
Inheritance Tax Planning
As this is a highly technical and specialised area of taxation, we work closely with the tax partner of Richard Anthony & Company to provide excellence in tax planning.
Investment Portfolio Management
AIS provides advice according to personal requirements following a comprehensive review of a clients needs and wishes and risk profile.
The value of investments and income can go down as well as up and an investor may not get back the original amount invested.
Doctors
Dentists
Solicitors