Director, Ged Dixon has been appointed as Vice Chairman of the Personal Finance Society (PFS) for Cornwall and Devon.
TRURO ADVISER EXCELS AT HELPING LOCALS TO MANAGE MONEY Ged Dixon has been recognised as a Top Rated Independent Financial Adviser. Being Top Rated signifies that Ged from Morlaix, Chartered Financial Planners is in the top 0.5% * of
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 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
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
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. 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
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 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 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