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"Company History" In 1989 after working for over 12 years with major insurance companies Colin Moat realised his ambition of having the freedom of giving his clients the benefit of INDEPENDENT financial advice, when Metcalf Moat Independent Financial Advisers was founded. As with most companies in business over that period of time, it has faced many changes (and challenges) since then, of an internal and external nature. It has been regulated historically by Fimbra, PIA and now the Financial Services Authority. Metcalf Moat has also seen many changes in personnel within the company, the most significant of which was when John Riley joined in 1997 and Lee Taylor in 2005. Both brought with them wide experience from an Insurance company background. After establishing themselves within the company, John became a Director in October 2003 and Lee was invited to join the management team and became a Director in April 2010. We have seen many changes to the Insurance companies, lenders, and financial institutions that we have dealt with since 1989, as they come, go, and merge, which in turn has brought its own challenges, as has the development of the types of products available. However, there have been two things that have remained constant throughout all these changes, firstly, that we have endeavoured to deliver the highest possible levels of financial advice and service standards to our clients. Secondly, that Metcalf Moat has been there to help, assist and explain these changes mentioned to our clients, ensuring that these have the minimum negative impact, or, the maximum benefit to them. We believe that this is why we continue to ‘grow by recommendation’ |
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