Financial Planning
Morley and Scott Financial Planning offers you the opportunity to review and manage your entire financial needs. We are independent from investment managers, pension funds and all other institutions whose products we may recommend. As Independent Financial Advisers (IFA's) we guarantee an objective review of the financial options available across the market to provide you with a bespoke, cost-effective solution as defined by your needs.
Financial planning presents such a bewildering array of choices that access to well informed advisers is essential. Morley and Scott's experienced and qualified team offer a range of corporate and individual services:
- Investments
Offshore and Tax Efficient investments as well as regular savings plans - Protections
Life, disability and critical illness cover, Key Man and Directors Share Protection - Pensions
Executive, personal and stakeholder schemes - Inheritance Tax
Avoid or reduce the impact of IHT by adopting some simple strategies - School Fees Planning
Investment planning for private school fees, further education school fees or public school fees
Our first meeting is without obligation. After this meeting we will agree a financial plan and our basis of remuneration together with you. These may either be on a time cost basis or commission paid by product providers.
To find out how we can be of service to you, please contact your nearest office or complete the enquiry form below.
| London t: 44 (0)20 7387 5868 |
Solent t: 44 (0)1489 566 700 |
| Portsmouth t: 44 (0)23 9275 4820 |
Thames Valley t: 44 (0)1753 759 000 |
