Know Your Client
We will hold an initial meeting at our expense without obligation. This will allow us to determine your chosen objectives and find out about any existing financial arrangements.
We will review your existing financial arrangements and objectives. We are totally independent and have access to the whole of market. We use state of the art research systems to provide you with the most suitable advice specifically for you.
We hold an Investment Committee meeting on a monthly basis to carry our regular due diligence on the investment providers we invest your money with.
Provide a Bespoke Recommendation Report
This is a comprehensive report. It will include a summary of your current position along with any existing financial arrangements. The report will provide you with our recommendations and provide solutions once we have thoroughly researched the whole of market.
Implementing any Advice Identified
We will put in place any recommendations, plans or arrangements.
It is imperative that we regularly review your financial plans to enable you to keep track on achieving your objectives.
The Next Step
To find out more about becoming a client of Morlaix, Chartered Financial Planners, the next step is to arrange a meeting. This is at our expense without obligation. Call us on 01872 321344 or 07889-315757 or email firstname.lastname@example.org. You can either visit the offices in either Truro or Penzance or if easier for you, we can meet at your premises.