Morlaix Chartered Financial Planners

At Morlaix, we pride ourselves on being an independent financial planning consultancy that provides bespoke advice to our clients. Our team of expert financial planners, led by Ged Dixon, APFS, Director and Chartered Financial Planner, has over 30 years of combined experience in the financial services industry. We understand that every individual's financial situation is unique, and that's why we take a holistic approach to financial planning, aiming to provide clear and jargon-free advice that meets your specific needs.

Our Services

We offer a wide range of services designed to help you make the most of your finances. Our investment services cover a diverse range of options, including ISAs, annuities, and ethical investments. We also provide expert pension planning, helping you to secure the right retirement plan for your future. In addition, we offer protection services, including life assurance, critical illness, and income protection, to give you peace of mind and financial security. If you're looking for mortgage advice, we can help you find a whole of market mortgage adviser.

Our Approach

At Morlaix, we're committed to combining traditional values with a contemporary approach. We believe in building long-term relationships with our clients, and we're dedicated to providing exceptional service and expert advice. We understand that financial planning can be complex, which is why we take the time to listen to your needs and goals, and then develop a personalized plan that's tailored to your specific circumstances. Our goal is to help you achieve financial clarity and confidence, and we're passionate about making a positive impact on our clients' lives.

Awards and Accolades

We're proud to have received numerous awards and accolades for our commitment to excellence and our dedication to providing exceptional service to our clients. Our team is backed by a robust regulatory framework, and we're authorized and regulated by the Financial Conduct Authority (FCA).