Morrison Personalised Wealth Management

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. Mark has worked with Morrison PWM since its inception working providing IT support.

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.

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.

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.

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.