Our objective is to deal with a manageable number of clients to enable us to have the time to forge a close ongoing relationship with our clients. We will work with you to achieve your chosen objectives. At a time when you don't feel you understand what your financial needs are, we recommend you speak to an experienced independent financial adviser/financial planner.
Ged Dixon - Director Morlaix, Chartered Financial Planners is owned by Ged Dixon. Morlaix however feeds into a parent company based in Penzance, Cornwall who are also Chartered Financial Planners. Both companies work closely together to ensure you receive the best. Ged gives clear advice and regular updates on how investments are performing and suggests suitable changes to investment plans when they are required.
Ged Dixon - Director Morlaix, Chartered Financial Planners is owned by Ged Dixon. Morlaix however feeds into a parent company based in Penzance, Cornwall who are also Chartered Financial Planners. Both companies work closely together to ensure you receive the best. Ged gives clear advice and regular updates on how investments are performing and suggests suitable changes to investment plans when they are required.
Services
Our objective is to deal with a manageable number of clients to enable us to have the time to forge a close ongoing relationship with our clients. We will work with you to achieve your chosen objectives. Truro based adviser, Ged Dixon has been recognised as a Top Rated Independent Financial Adviser.
Morlaix, Chartered Financial Planners is owned by Ged Dixon. Morlaix however feeds into a parent company based in Penzance, Cornwall who are also Chartered Financial Planners. Both companies work closely together to ensure you receive the best possible financial advice. This provides you with the added security that there are in fact two companies that work with you.
Any adviser can sell you a specific product. Few consider the broader picture and provide holistic financial planning. We do not sell. We discuss your objectives and assist you in achieving them. We are not influenced by commission payments from product providers and we are not targeted to 'bring the figures in'.
We have a deep passion for the job and take the responsibility of providing financial advice very seriously with integrity. We will work with you and not sell to you. We consider ourselves as professional financial planners and not product selling advisers. You can count on a Chartered firm to be well informed.
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute. To date only 471 firms have attained this title in the UK. This is the industry's gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership of the CII.
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