Mark J Morsley & Associates Ltd

Independent Financial Adviser  MJM House, Manningtree, Essex, CO11 1BB
First meeting at adviser's own cost
Over 25 years of giving financial advice, must be doing something right!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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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
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Mark James Morsley DipFA, CeMAP, CertCII(MP), CertPFS
Managing Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations
Later Life Accredited Adviser
MR Ken Windle CertPFS, CertCII(MP), CeMAP
Mortgage Broker

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

About us

Mark J Morsley & Associates is based in England's smallest town Manningtree but our service is anything but small. We always strive to give our clients excellent professional advice and the firm has grown purely on personal recommendations.

Our services

We listen to our clients, supply what they want and explain it in plain English.
The choice of Financial Adviser is an important one. We believe it is essential we provide you with the information you need about all aspects of our business, including who we are and our working philosophy. For more information on our processes our website (<url hidden>) will tell you about us and provide you with details about the financial planning we pride ourselves on.

Where to find us
Head office address: MJM House, 14 South Street, Manningtree, Essex, CO11 1BB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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