Who Are We?

Any adviser can sell you a specific product. Few consider the broader picture and provide holistic financial planning. We do not sell. We discuss your  objectives and assist you in achieving them. We are not influenced by commission payments from product providers

Why Us?

Our objective is to deal with a manageable number of clients to enable us to have the time to forge a close ongoing relationship with our clients. We will work with you to achieve your chosen objectives.       Truro

Our Services

At a time when you don’t feel you understand what your financial needs are, we recommend you speak to an experienced independent financial adviser/financial planner. Morlaix, Chartered Financial planners will establish your current situation and future objectives and implement any recommendations

Get in Touch

Contact Morlaix today to see how we can help you.

Get in Touch
Meet the Team

Meet the Team

Ged Dixon – Director Morlaix, Chartered Financial Planners is owned by Ged Dixon. Morlaix however feeds into a parent company based in Penzance, Cornwall who are also Chartered Financial Planners. Both companies work closely together to ensure you receive the best...

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What Our Clients Say

Ged gives clear advice and regular updates on how investments are performing and suggests suitable changes to investment plans when they are required.

Andrew Cornwall

Very friendly & approachable.Keeps in touch with my share portfolio managers regularly. Meets annually when in N.W. England for a full annual revue

Kath Lancashire

Chartered Financial Planners

The new title of Chartered Financial Planner was granted to the Chartered Insurance Institute (CII) by the Privy Council in 2005. Corporate Chartered Title We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute.

Chartered Financial Planners
Pass on your wealth to your loved ones
Protect you and your loved ones