Our objective is to deal with a manageable number of clients to enable us to have the time to forge a close ongoing relationship with our clients. We will work with you to achieve your chosen objectives.


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Truro based adviser, 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 advisers in the whole of the UK making Ged a great resource for local residents to have on the doorstep.

Comments Ged: “Being a Top Rated adviser means a great deal and I’d like to thank all the people locally who helped me to achieve it. So many people in Truro would be better off if they sought advice on their finances but often people don’t know who to trust with their hard earned cash. I’m thrilled every time I help somebody to achieve their goals and it’s great to know that my clients are happy too.”

Ged achieved Top Rated status as a result of having over 15 positive client reviews onVouchedFor.co.uk, the independent website which helps people to find a trusted Independent Financial Adviser, Mortgage Adviser or Solicitor. VouchedFor.co.uk is free and easy to use. Visitors search for advisers based on location and services provided. Advisers are then listed based on client reviews giving those seeking advice confidence the adviser can be trusted.




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