Morris Financial Planning

Our Story

Morris Financial Planning Ltd is a family-run, independent financial advisory firm, with over 30 years of collective experience in the industry. Our story began with Edward Morris, our principal, who has dedicated his career to helping individuals and families achieve their financial goals. With a deep understanding of the ever-changing financial landscape, we aim to provide personalized solutions that meet our clients' unique needs.

Our Services

We offer a comprehensive range of financial planning services, including:

Investment Planning

We analyse your financial situation, identify your investment goals, and create a tailored plan to achieve them. Our experienced team will work with you to understand your risk tolerance, investment preferences, and financial objectives, ensuring that your investments are aligned with your goals.

Pension Planning

We help individuals and businesses navigate the complexities of pension planning, providing tailored solutions to ensure you're maximizing your retirement savings. We offer a range of pension options, from personal pensions to group schemes, ensuring that you're making the most of your pension fund.

Estate Planning

We assist individuals in creating a comprehensive estate plan, ensuring that your assets are protected and distributed according to your wishes. This includes setting up wills, powers of attorney, and trusts, to ensure that your loved ones are taken care of long after you're gone.

Protection Planning

We believe that protection is a vital aspect of financial planning. Our team will help you identify potential risks, such as life assurance, income protection, and critical illness cover, and create a tailored plan to ensure that you're protected in the event of unexpected events.

Our People

At Morris Financial Planning Ltd, our team is made up of experienced professionals, each with their unique set of skills and expertise. Our principal, Edward Morris, is a highly qualified and experienced financial planner, with over 30 years of industry experience. Our team also includes Ruby Thomas, a diploma holder in financial planning, and Val Ryder, who brings a wealth of experience as a former financial adviser. Lynne Cohen, our administrator, ensures that our office runs smoothly and efficiently.

Our Values

At Morris Financial Planning Ltd, we value:

• Integrity: We strive to be honest and transparent in all our dealings with our clients and the public.

• Excellence: We continually strive to improve our services, ensuring that our clients receive the highest level of expertise and support.

• Accessibility: We believe that financial planning should be accessible to all, making our services available to individuals and businesses across the UK.

• Personal Touch: We recognize that every client is unique, and we strive to provide personalized solutions that address their specific needs and goals.

Get in Touch

We'd be delighted to meet you and discuss how we can help you achieve your financial goals. Please do not hesitate to contact us to arrange a meeting or to learn more about our services.