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. Here are some of our main areas of advice
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.
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
Value | Move | % | |
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FTSE 100 | 7678.62 |
-53.029785 ![]() |
-0.6858793
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FTSE ALL-SHARE | 4171.07 |
-26.70996
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-0.6362878
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FTSE MID 250 | 18638.55 |
-73.81836 ![]() |
-0.39448965 ![]() |
FTSE 350 | 4214.6 |
-27.399902 ![]() |
-0.64591944
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