This is what we aim to do, to help you make good decisions about your money - providing clear information to help you achieve your financial goals. Being independent is part of what makes us different. It's the reason we are free to advise you about products from the entire financial marketplace. We don't act on behalf of any bank or insurance company.
So our recommendations are solely about what's right for you. As Independent Financial Advisers we can provide advice on investments, retirement planning, estate planning (inheritance tax planning* and trusts) long term care and the financial protection of your family or your business.
So our recommendations are solely about what's right for you. As Independent Financial Advisers we can provide advice on investments, retirement planning, estate planning (inheritance tax planning* and trusts) long term care and the financial protection of your family or your business.
Services
At Morrell Financial Management, our Independent Financial Advisers operate across the whole of the financial market, looking into alternative and traditional investments with the aim to build trusted, long lasting professional relationships with our clients and delivering to them the attractive returns that they desire within the appropriate levels of risk.
Andrew has over 22 years of experience working in the financial services industry. He has built a reputation in the financial advice sector as being the 'go to guy' when it comes to pensions and he helps a lot of other financial advisers with the more technical aspects of complex advice cases.
Andrew has several financial advisers as clients, as well as pension fund trustees and trustees of charitable trusts, however, the vast majority of his clients are personal clients that have little to no experience of pensions or investments.
Andrew has several financial advisers as clients, as well as pension fund trustees and trustees of charitable trusts, however, the vast majority of his clients are personal clients that have little to no experience of pensions or investments.
Helen is passionate about people. She has worked in coaching and advisory roles for 15 years in local government and, for the last five years, Helen has worked in business development for a small national organisation. Helen has worked with a broad range of clients in her coaching role and enjoys helping others to achieve their goals, whether financial or personal.
Our fees are set out in the Client Agreement which we agree with you before any work is undertaken. We offer an initial meeting, which is at our own expense, where we can discuss your situation and how we can work together. From there, we will offer our recommendations and allow you to decide whether you wish to proceed.
Whilst we are a small, customer focused advisory firm, we are an appointed representative of Julian Harris Financial Consultants which is a national advisory firm consisting of Independent Financial Advisers and mortgage and protection specialists. They provide us with whole of market advice research, structure and complete compliance and technology services.
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