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FOR YOUR BENEFIT

Client Advice Areas

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

Retirement Planning

A well prepared pension plan which is regularly reviewed...
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Holistic Financial Planning

Professional financial...
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Cashflow Modelling

Morrison PWM use sophisticated cashflow modelling software to...
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Inheritance Tax

Your estate could include more than you originally realise...
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Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets...
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WELCOME TO MORRISON PERSONALISED WEALTH MANAGEMENT LTD

Personalised Wealth Management

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.

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

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.

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ABOUT US

We listen to you. We work with you collaboratively and help you articulate your financial goals to understand what’s truly important to you.
ANALYSIS

Next, your situation is analysed with mathematical cash flow modelling using the latest technology and financial planning tools. This helps you to visualise your future and importantly what impact today’s decisions will have on your financial future.
REFLECT

We then reflect on your most effective methods of achieving your goals. Considering such factors as tax allowances, investment options, future lifestyle needs and budgeting. We prepare a detailed, personalised report which outlines your best options. We discuss this with you and agree on the most effective path to take on our journey together.
IMPLEMENT

Now that we know what your aiming to do, why it’s important for you to achieve it and how best to go about the practicalities, we will implement your plans. All the paperwork will be done together and Morrison PWM will hold your hand throughout the process, removing any hassle and explaining things along the way.
ONGOING

Your objectives, tax considerations, investment management and cash flow modelling analysis will endure behind the scenes. Your own Personalised Financial Portal will be created where you can see your financial plans and all associated accounts and files in one place. We will maintain regular contact and ensure you are apprised of financial, tax and regulatory change that may affect your long-term plans. While there are many ongoing points of contact, we will in addition meet face to face every 6 months for additional peace of mind and reassurance.