There are lots of different savings accounts available ranging from short term deposit accounts to Fixed rate Bonds to National Savings vehicles.
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
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
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
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Contact Morlaix today to see how we can help you.
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...Read more
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.
Very friendly & approachable.Keeps in touch with my share portfolio managers regularly. Meets annually when in N.W. England for a full annual revue
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.