Morris Trice Associates

Independent Financial Adviser 55 Meneage Street, Helston, Cornwall, TR13 8RB
First meeting at adviser's own cost
Response rating
7.6 /10
FCA verified
16th September 2019
We are here to help you in buying your first home to sorting out your Retirement & Investments needs.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • 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
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Jonathan Trice DipPFS
Independent Financial Adviser
Neal Morris
Dexter Cockle BA (Hons) DipPFS Certs CII (MP & ER)
Independent Financial Adviser
Where to find us

55 Meneage Street, Helston, Cornwall, TR13 8RB

Make an enquiry
About us

Morris Trice Ass. is a firm of Independent Financial Advisers in Cornwall providing local advise in a friendly & understandable way.

We advise on all aspects of financial planning from buying your first home to your Investment & Retirement needs.

Our regular review service enables us to develop a strong relationship with our clients, providing long-term on-going assistance and guidance. Initial meetings are without charge or obligation.

Morris Trice Associates is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Our services

We can advise all types of clients from the novice to experienced investor for one off transactions & ongoing Investment & Pension advise.

We pride ourselves on ensuring clients are advised in a way that is easily understood and look to a lasting relationship based on trust.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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