Pearce Moss Limited is a new company that was founded out of a need for more detailed independent due diligence of what we like to call complex investments – namely tax efficient investments and structured products.
It draws on the complementary experiences of its founding directors, Kevin Moss and Chris Pearce.
Kevin successfully ran the ValidPath FCA-authorised financial services network for fifteen years, while a long list of other networks came and went. During that time he built a class beating support proposition for ValidPath’s members.
Chris came to wealth management and advice from an earlier career in investment banking, where he ran several equity derivatives desks in Asia. Making markets in volatile derivatives and corporate mezzanine finance certainly hones your risk, modelling and due diligence skills. You learn very quickly to focus on what’s relevant and what to ignore.
They recognised that in order provide suitable advice the problem is not only about whether complex investments will do what they say on the tin, but what is actually in the tin – and how do they stack up against the other offers?
Kevin has since stepped back from his role as a director, but his insight remains and the due diligence work of Pearce Moss continues to strengthen and provide independent and compliant research that simplifies the suitability and due diligence process and badges these investments correctly. The aim is to make the job of the IFA somewhat easier by saving time and providing better solutions.