“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for”
Robert Kiyosaki on why people benefit from professional financial advice

Family-generations_aThis is what we aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.

We are Morrell Financial Management Limited, Independent Financial Advisers.

Being independent is part of what makes us different. It’s the reason we are free to advise you about products from the entire financial marketplace. We don’t act on behalf of any bank or insurance company. So our recommendations are solely about what’s right for you.

As Independent Financial Advisers we can provide advice on investments, retirement planning, estate planning (inheritance tax planning* and trusts) long term care and the financial protection of your family or your business. We source products from the whole of the market and aim to build long lasting, professional, trusted relationships with our clients ensuring that we always treat our customers fairly.

*Tax planning is not regulated by the Financial Conduct Authority.


Protect your family’s future by letting us take the strain when it comes to managing your wealth.

Find Out More


Ease the burden on your loved ones by planning the most tax efficient way to pass on your estate.

Find Out More


Gain the financial freedom to enjoy your retirement to the full with the best advice on managing your pension fund.

Find Out More


When arranging care for yourself or a loved one we can offer guidance and support every step of the way

Find Out More


Maximise the potential growth on your savings with up to date advice in the complicated area of investments

Find Out More


We can source the best insurance products to cover you and you family in case of serious illness or death

Find Out More


We can give up to date advice in this complicated area of tax and allowances. We can help reduce your tax bill, both now and in the future, using strategies approved by HMRC

Find Out More


We offer a comprehensive service writing simple and more complex Wills.  We can advise you of the benefit of using Trusts and when they would be appropriate for your circumstances.

Find Out More


Lasting Power Of Attorney. We can advise, prepare and register Lasting Power of Attorneys for you. It is always better to make an LPA before its too late.

Find Out More

Want to know more about us?


Send Message