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
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
Retail Distribution Review (RDR) There will be a fundamental change in the way financial advisers must operate after 31st December 2012. In our opinion it is good news for the industry and especially our valued clients. RDR Summary: Advisers must
New ISA allowance Don't lose your valuable ISA allowance You can invest up to £11,280 in a Stocks and Shares ISA in the current tax year (2012/13). The whole £11,280 can be invested into a Stocks and Shares ISA,
Life Assurance and Pensions – ECJ Gender Ruling Insurers cannot charge different premiums to men and women because of their gender, the European Court of Justice (ECJ) has ruled. The decision means that women can no longer be charged lower
Chartered Financial Planner Status. Morlaix has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute. To date only 471 firms have attained this title in the UK. This is the industry’s gold standard for firms of
Morlaix, Chartered Financial Planners and Influence Plan , held a Charity Golf Day on 5th April at Truro Golf Club in aid of Children with Cancer. Paul Bateman and Ged Dixon commented: ‘We would like to pass on our thanks
Morlaix, Chartered Financial Planners sponsor a charity golf day at Perranporth Golf Club. My guests are Novia and Scottish Widows. Great day for a great cause! (Marie Curie Cancer Care). Morlaix, Chartered Financial Planners provide independent financial advice throughout Truro,
