“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.

FINANCIAL PLANNING

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

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INHERITENCE TAX

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

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RETIREMENT PLANNING

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

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CARE FEES PLANNING

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

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INVESTMENT

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

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PROTECTION

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

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TAX PLANNING

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

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WILLS

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.

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LPAs

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.

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