Our clients are usually wealthy professionals and thriving business owners who are generally 50+. They are successful in their chosen fields and have a desire to ensure their financial freedom is achieved efficiently and effectively for their long-term benefit and the long-term benefit of their families. At Morrison Personalised Wealth Management, we offer personalised, tailored, professional financial planning and wealth management.
Together we find out what is important to you and create a financial plan to provide peace of mind and security for your financial future. Awarded the prestigious Chartered Financial Planner designation, the industry recognised leading qualification in financial planning, together with designations from the CISI and STEP, we offer the amongst the very best in qualifications and designations.
When dealing with Chartered Financial Planners you can trust that you are dealing with proven professionals. We listen to you. We work with you collaboratively and help you articulate your financial goals to understand what's truly important to you.
Together we find out what is important to you and create a financial plan to provide peace of mind and security for your financial future. Awarded the prestigious Chartered Financial Planner designation, the industry recognised leading qualification in financial planning, together with designations from the CISI and STEP, we offer the amongst the very best in qualifications and designations.
When dealing with Chartered Financial Planners you can trust that you are dealing with proven professionals. We listen to you. We work with you collaboratively and help you articulate your financial goals to understand what's truly important to you.
Services
Ian is passionate about helping clients to get to understand their life's goals and objectives through financial planning.
Having worked customer service roles for over 20 years I pride myself on understanding what good client relationships are and strive to always exceed expectations.
With an extensive administration experience, I am pleased to be able to help clients in a variety of circumstances and be a part of the Morrison Personalised Wealth Management Team.
Outside of work I have teenage son and a Cockerpoo, both of which keeps me on my toes.
Having worked customer service roles for over 20 years I pride myself on understanding what good client relationships are and strive to always exceed expectations.
With an extensive administration experience, I am pleased to be able to help clients in a variety of circumstances and be a part of the Morrison Personalised Wealth Management Team.
Outside of work I have teenage son and a Cockerpoo, both of which keeps me on my toes.
Good quality trusted financial planning is about clients and the financial planner working together to first understand what's important to clients and then making the most of the financial options available to achieve those goals in the most efficient way.
Financial Planning's power is securing financial freedom for clients so they can focus in what's truly important to them and their families.
It is not about choosing products or investment funds in a futile attempt to guarantee outperformance.
Financial Planning's power is securing financial freedom for clients so they can focus in what's truly important to them and their families.
It is not about choosing products or investment funds in a futile attempt to guarantee outperformance.
Wealth, just like your health, must be carefully preserved.
Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax.
Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax.
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
A pension plan requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
A pension plan requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.
With that in mind we can help you take the right steps to protect your people and your business.
After all, you already protect many of the important things that keep your business running smoothly, like property, fleets and stock.
So you should also insure your most valuable assets: your staff and shareholders.
After all, you already protect many of the important things that keep your business running smoothly, like property, fleets and stock.
So you should also insure your most valuable assets: your staff and shareholders.
Reviews
Be the first to review Morrison Personalised Wealth Management.
Write a Review
