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 possible financial advice. This provides you with the added security that there are in fact two companies that work with you.

Ged started his career in financial services over 28 years ago working for leading Life Assurance companies and for the last 11 years as an Independent Financial Adviser covering Truro, Cornwall and the UK.

He has been awarded the prestigious title of Chartered Financial Planner. This is an exclusive title only awarded to individuals who meet rigorous criteria relating to professionalism and capability. It is the gold standard for financial advisers.

Ged is Chairman of the PFS (Personal Finance Society) for Cornwall and Plymouth. The role is to promote professionalism within our industry and to assist in helping Financial Advisers within the area to study towards Chartered Financial Planning status.

Ged is also a Council member for the Chartered Insurance Institute (CII) for Plymouth and Cornwall.

He is married to Tiffany, a proper Cornish girl with whom he has two young sons and the family live in Truro. Interests include family days out, jogging, tennis and golf.

 


 

Kate Banham – Paraplanner

Kate has over 17 years experience in the financial services industry, starting out working for a life company and then moving over to the advisory side andKate having various roles over the years as a Financial Planner, working for an adviser network, a pension transfer specialist and of course as a Paraplanner.

Kate is passionate about paraplanning and likes to get involved in the financial planning community by getting involved with the many paraplanning seminars held throughout the year.
Kate is qualified to Level 4 and holds the Diploma in Financial Planning’

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