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Financial Planning – Independent Financial Advice (IFA)

Our financial advisory service was established to provide a comprehensive and independent financial planning service to our clients.

It is well known that the market in Life Assurance, Pensions and investments is complex and bewildering and professional advice is needed to help meet your objectives. We feel independence is important to ensure you get the right advice and appropriate plans based on your career as a dentist.

Many of your business areas will overlap with your personal financial and family needs and your Morris & Co partner can draw on these specialist technical skills to help you analyse your current arrangements and plan for the future with confidence.

The main areas of expertise are:-

  1. Investment Portfolio Management
  2. NHS & Personal Pension Planning
  3. Tax and Estate Planning
  4. Family Protection - Life Assurance | Income Protection
  5. Estate Planning - Wills | Trusts
  6. Financial Planning – Helping you to live the life you want, without the fear of running out of money, WHATEVER happens.

We are really keen to understand our clients needs and help them fulfill their personal and business objectives. We have found that by combining personal financial advice with the business tax and accountancy service that we can really focus on creating clients’ solutions all under one roof.

To find out more about MOCO Money please click here:

Tel 0151 348 8440

Moco Money Limited is an Appointed Representative of Essential Money Limited which is authorised and regulated by the Financial Conduct Authority. Essential Money Limited: Registered in England and Wales. Registered Number 6127617. Moco Money Limited: Registered in England and Wales. Registered Number 8698809.

Moco Money Limited is partly owned by Morris & Co (2011) Limited.

Registered Office: Chester House, Lloyd Drive, Cheshire Oaks Business Park, Ellesmere Port, Cheshire CH65 9HQ

Directors: N.O.Ledingham, T.Dickson, W.O.R.Benoy