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, Tax Efficient and Socially Responsible investments as well as regular savings plans
  • Protection
    Life, disability and critical illness cover, Key Man and Directors Share Protection
  • Pensions
    Executive, personal and stakeholder schemes
  • Tax Planning
    Avoid or reduce the impact of IHT by adopting some simple strategies

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.

For further information on our services please contact your local office or complete the enquiry form and we will be in touch shortly.

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

 


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