Morlaix Ltd

Independent Financial Adviser Morlaix, The Palace Building, Office 6, Quay St, Truro, Cornwall, TR1 2HE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Ged Dixon
Director and Chartered Financial Planner
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
Where to find us

Morlaix, The Palace Building, Office 6, Quay St, Truro, Cornwall, TR1 2HE

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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