Morlaix has been rated the Best IFA firm in Cornwall by consumer ratings site 'Vouched For'. Our firm, which specialises in Independent Financial Advice, secured the award thanks to the support of our clients who posted positive ratings and reviews
Business Protection. Do you have a succession planning strategy in place for your business?
Business proprietors recognise the need to insure their company property, equipment and fixed assets. However, they continually overlook their most important asset, the people that drive the business. Businesses could face devastating financial problems without a succession planning strategy in
Auto Enrolment – Employers, are you ready?
People are living longer which means there will gradually be fewer working people compared to an increasing number of retired people. So from October 2012 the Government introduced new legislation to get more people saving for their future. This will
Morlaix appoints a new Financial Planner
I am delighted to announce the addition of Paula Drodge to Morlaix. Paula is an experienced Financial Planner with whom I have worked closely in the past. The Retail Distribution Review (RDR), which has changed the way financial firms must
Financial advice – The way it is changing
Financial Advice – The way it is changing. The news and media have devoted a lot of coverage to the changes that, with effect from 1st January 2013, resulted from the Retail Distribution Review. Often simply called RDR, this is
New Office Address
Morlaix, Chartered Financial Planners is delighted to move in to new office premises: Lower Ground Floor, 19 Frances St, Truro, Cornwall, TR1 3DW. We now have the opportunity for clients to visit us in the Truro or Penzance office.
My Route to becoming an Independent Financial Adviser
My route to becoming an Independent Financial Adviser People often ask me why I became an Independent Financial Adviser and the route I took. So here goes! I started my career in Financial Services back in 1990 at the
Do I need a financial adviser?
Do I need an Independent Financial Adviser? Let me start by saying only a small proportion of the population in the UK appoint a financial adviser to manage their financial affairs. There are lots of intelligent people who manage their
Ged Dixon & Morlaix, Independent Financial Adviser, Truro, Cornwall
What is my typical week as a Truro, Cornwall, Independent Financial Adviser? Firstly, I would like to say how privileged I am to do the job I do. It sounds cheesy I know but it is actually true! I have
Ged Dixon, Morlaix, Independent Financial Adviser, Truro, Cornwall.
This was a very proud day for Ged Dixon, Independent Financial Adviser at Morlaix, Chartered Financial Planners, Truro, Cornwall. I attended my graduation ceremony at the Chartered Insurance Institute (CII) head office in London on April 27th 2012. What does