“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”
This 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.