PERSONAL

Professional

We have a deep passion for the job and take the responsibility of providing financial advice very seriously with integrity. We will work with you and not sell to you. We consider ourselves as professional financial planners and not product selling advisers.

Informed

You can count on a Chartered firm to be well informed. We hold monthly investment committee meetings with our chosen investment companies to enable us to carry out our formal due diligence process on the providers we choose for your pensions or investments. We also keep our own technical knowledge up to date through a rigorous continuing professional development programme.

Friendly

You will find our approach to be warm and welcoming. We also like to have fun too!


 

PROGRESSIVE

Knowledgeable

Integrity without knowledge is weak, and knowledge without integrity is dangerous. We have passed a suite of financial adviser examinations equivalent to a degree. Chartered status is the gold standard for financial planners and we have to adhere to a respected code of ethics.

Modern

We use cutting edge systems to ensure that we can research the whole of market effectively to provide you with the most suitable advice which is bespoke to you.

Cutting Edge

We use state of the art administration systems. This enables us to free up more time to spend with our valued clients to offer a fresh approach to financial planning.


IMPARTIAL

Independent

We pride ourselves on being totally independent and have access to the whole of market. We are not swayed by commission payments nor have any bias towards product providers.

Autonomous

We have full autonomy to choose providers based on our comprehensive research. It does not stop there. We will monitor those providers to ensure they continue to perform. We do not rest on our laurels.

 Sovereign

Some independent financial advisers, although marketing themselves as impartial, do restrict themselves to using their own selected products or investment services. We do not.

Morlaix, Chartered Financial Planners provides independent financial advice throughout Truro, Cornwall and the UK. Morlaix IFA specialises in Investments, Ethical Investments, Pensions, Annuities, ISAs, Inheritance Tax Planning, Life Assurance, Critical illness and Income Protection (PHI).

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