Morrison Personalised Wealth Management

Independent Financial Adviser  80 Avontoun Park, West Lothian, Linlithgow, EH49 6QQ
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FCA authorised
Last authorised 14th June 2021
Chartered - 10/10 Unbiased Response Rating. Highly recommended, experienced, highest level professional qualifications. Independent and impartial.
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 & 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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Traded endowment policies
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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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Small business
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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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Corporate pension
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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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Stockbroking services
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Long term care
Meet our advisers
MR Ian Morrison
Chartered Fellow Financial Planner, Director
About us

Together we find out what your concerns are and how to create peace of mind and security for your financial future.

Independent, impartial, transparent.

I have been advising private client families and small family businesses for over 15 years and am passionate about what I do.

Client feedback conveys that I am client-centric, knowledgeable and that I can relate to and convey information to clients in a relaxed, approachable, easy-to-understand manner. My business is about long-term client relationships.

My business is supported by an award winning Network team for your peace of mind and business security.

I'm a Chartered level adviser with two professional bodies and also a Fellow with two professional bodies (Chartered Insurance Institute and the Chartered Institute for Securities and Investments) in addition to holding specialist, profession-leading qualifications through the Society of Trust and Estate Practitioners and the Institute of Financial Planning.

Outside of work I am the Director of Youth Rugby at Linlithgow Rugby Club, am a Member of MENSA and a keen Sci-Fi geek! My personal time is devoted to my two boys and my wife Helen who works at the Helix, Falkirk (Kelpies).

Our services

Client's like the assurance of highly skilled, expert advice which is delivered in a friendly, approachable way with no jargon and no pretence.

We listen to our clients and try to understand them and their desires. We create a plan that aims to achieve peace of mind, security and a sense of well-being.

Most clients are concerned with how best to set up their finances to make the most of their PENSION - DEFINED BENEFITS, INHERITANCE TAX PLANNING, FINANCIAL PLANNING, CASHFLOW MODELLING

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

80 Avontoun Park, West Lothian, Linlithgow, EH49 6QQ

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