Financial Relationships LLP

Independent Financial Adviser  Annuity House,, Peterborough, Peterborough, PE7 8JB
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FCA authorised
Last authorised 22nd February 2021
Specialising in holistic independent financial advice based on your priority order of need: Protection, Retirement, Investment, Savings & Mortgages
We can advise you on
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Alex Morris B.A. (Hons), Dip PFS HND, BA (Hons) & DipFS
CEO & Managing Partner
About us

Financial Relationships LLP is a firm of financial advisers based in London, founded in 2008. Managing Partner, Alex Morris was one of the founding partners. We have many years of experience in providing advice to both individuals and companies on all aspects of their financial planning, through a long term approach based on fully understanding our clients’ needs, wants and aspirations and then prioritising their objectives.

Financial Relationships LLP is founded on making a compliant, ethical profit.

Our services

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we consistently find the most appropriate solution to meet our clients’ needs. We provide advice and help following a personal / business financial review which takes place at a convenient time and place. Usually a review will start with a very broad discussion of our client’s concerns and aspirations, before moving on to an in depth discussion and thorough analysis.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Annuity House,, 52 Forder Way Hampton, Hampton, Peterborough, Peterborough, PE7 8JB

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