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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.
Morrison Personalised Wealth Management has set about changing the way financial planning works and how it is paid for. Morrison Personalised Wealth Management charge a transparent fee for their service; our only motive is to give you the most suitable advice we can in exchange for a reasonable professional fee.
