Morris Financial Planning Ltd

Independent Financial Adviser  The Gatehouse Business Centre,, Leeds,, West Yorkshire,, LS7 4RF
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FCA authorised
Last authorised 1st March 2021
Specialising in investment, pension & protection planning. Personal tax planning strategies to help minimise tax and maximise wealth.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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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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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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Critical illness
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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
Meet our advisers
MR Edward Morris DipPFS
Director
About us

We specialise in investment and pension planning, coupled with active fund management. In this ever-changing world, managing clients' wealth and refining strategy over the long term is our focus. We look to build long term relationships with our clients' by delivering an excellent service.

Our services

We can help you to navigate the complexities of investment and pension planning. We aim to deliver a personalised strategy, explained to you in a straightforward way. Our testimonials speak for themselves - please see our website.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

The Gatehouse Business Centre,, Mansion Gate,, Chapel Allerton,, Leeds,, West Yorkshire,, LS7 4RF

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