Financial advisers

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Morris Owen independent financial advisers and chartered financial planners* will work hard to fully understand your circumstances and provide bespoke solutions for your financial needs.

We’ll help you to identify what’s right for you now and what will be right for you in the future.

Then, taking into account costs and after a careful assessment of your tolerance to risk, we will find the best solution for you.

We also work alongside our chartered tax advisers in order that we can consider any tax implications.

* Morris Owen independent financial advisers is a division of Morris Owen Chartered Accountants.

Investment planning

Whatever your reasons for investing, we’ll find the right solutions.

We’ll carefully assess your tolerance to risk – and capacity for loss – and identify the right solutions by considering a wide range of investment strategies.

Life assurance

We can’t prevent unexpected events from happening in life, but we can help you to prepare for them.

We offer a range of options for cover for individuals, companies, partnerships and sole traders.

Retirement planning

There’s plenty to think about when planning for retirement, and we can help you answer some of your most pressing questions.

Whether it’s planning a route to retirement or drawing your pension when you get there, we can talk through your options and help you find the right solution.

Specialist planning

We understand current legislation on a range of specialist areas, but we also understand your personal requirements.

Using this in-depth knowledge, we can help you navigate the most complex areas of financial planning.

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Wealth management

With our wealth management service, you’ll have access to all our planning services, in one package.

This also includes our monitored portfolios, which are tailored to your needs and reviewed on an ongoing basis.

Wealth management service

Our wealth management service is designed to give our clients close involvement with their financial plans.

We’ll help establish your long-term aspirations and put plans in place to achieve them.

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Regulation & FCA

As an independent adviser, we can advise you on different companies’ products.

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How we work

We provide solutions then work with you to ensure they remain suitable as your circumstances change over time.

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Get in touch

We’re always happy to hear from new and existing clients