Morlaix Ltd

Independent Financial Adviser  Morlaix, Truro, Cornwall, TR1 2HE
First meeting at adviser's own cost
Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.
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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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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Investment trusts
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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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National savings
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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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
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Ged Dixon
Director and Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements

Accreditations
Chartered Financial Planner
What our clients say
Ged was clear, informed, proactive, ready to listen and analyse. He went over and above his remit to discuss the tax ramifications and gave a really thorough holistic view of both my own situation and how it fitted in the bigger financial economic world. He really came across as someone who cared, was thoroughly professional, prepared and experienced and gave excellent advice. I since contacted other IFAs to compare (as he suggested) but must say Ged came heads above them all. I would definitely recommend him.
Nina, Cornwall
He made every effort to understand our financial position and future needs in terms of investments. His suggestions and explanations were detailed and clear. He gave us confidence that we would be investing appropriately.
Mr M, Cornwall
Ged is a true professional. I found him to be friendly and approachable. . He took a lot of time to find out my aims and then explained all the options available to me. The most important thing Ged did for me was to sort everything out amazingly quickly and hassle free. He did what he said he was going to do and kept me informed every step of the way. I have no hesitation in recommending Ged to anyone.
Mr L, Cornwall
About us

Morlaix Ltd, Chartered Financial Planners provide independent financial planning advice throughout Truro, Cornwall and the United Kingdom.

Ged Dixon, Director is also Chairman of our professional body, The Personal Finance Society for Cornwall and Plymouth and also sits on the Council for the Chartered Insurance Institute.

Morlaix Ltd has achieved Chartered Status.This is the industry’s gold standard for firms of financial planners. When you use a Chartered firm you are dealing with proven professionals.

We specialise in providing advice to Individual Private Clients, Corporate, Charity and Trustee Clients, and Professional Partners.

Our services

Independent Financial Advice can be quite complex. Morlaix explains everything in a simple manner to demystify the industry jargon and to help you achieve the lifestyle you wish to live.

Where to find us
Head office address: Morlaix, The Palace Building, Office 6, Quay St, Truro, Cornwall, TR1 2HE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 22nd February 2021

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