We are based in Chapel Allerton, Leeds - see map. We specialise in investment and pension planning, coupled with active fund management. We begin by identifying your plans and goals whilst evaluating the suitability of any existing plans. We then agree a personalised strategy and review this at regular meetings, making adjustments as required.
In this ever-changing world, managing clients' wealth and refining strategy over the long term is our focus.
In this ever-changing world, managing clients' wealth and refining strategy over the long term is our focus.
Services
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our staff. Edward is an accomplished Independent Financial Adviser with over 30 years' industry experience. For each client, Edward takes pride in delivering a solution that is tailored to their needs.
We have been a client of Edward and Morris Financial Planning for many years now and have been very pleased with the advice we have received. Edward takes a professional and impartial approach and was very thorough in building up a detailed picture of our existing financial situation.
Edward identified gaps in our portfolio and came up with a plan to build and strengthen our financial future boosting with long term pension planning and shorter term solutions to support our children's future.An annual review is provided by Edward and is very useful to identify ever changing needs and Edward is always willing to explain in simple terms what options best suit our needs.
Edward identified gaps in our portfolio and came up with a plan to build and strengthen our financial future boosting with long term pension planning and shorter term solutions to support our children's future.An annual review is provided by Edward and is very useful to identify ever changing needs and Edward is always willing to explain in simple terms what options best suit our needs.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A pension is a long-term investment.
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