our services
Financial Services
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 that appropriate value for money contracts are available to you through the research capabilities of our experienced team.
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: -
- Investment Portfolio Management
- Pension Planning
- Tax and Estate Planning
- Life Assurance - Wills - Trusts
Our progressive approach to servicing clients needs and detailed knowledge of their personal circumstances help us to create solutions to tax and financial problems all under one roof.
Morris & Co Financial Planning Limited
Chester House, Lloyd Drive, Cheshire Oaks Business Park, Ellesmere Port, Cheshire, CH65 9HQ
Tel 0151 357 4454 Fax 0151 357 4455
Morris & Co Financial Planning Ltd is authorised and regulated by the Financial Services Authority.
Testimonials
- "Over a number of years Morris & Co have provided me with sound financial and business advice. Their in depth knowledge of my particular sector has proved invaluable and they explain my accounts in a way that is easy to understand. All my questions are answered promptly and efficiently and I really appreciate their level of expertise."
David Evans, R T Booth & Co Ltd - "In addition to providing management and year end accounts, Morris & Co have assisted me with and prepared business plans and cash flow forecasts... to help me make vital business decisions."
Dave Lawson, Cardiff - "We have found them efficient and user friendly, and have made a big saving in our accountancy and bookkeeping costs. I can unreservedly recommend the arrangement to my fellow franchisees."
Colin Donald, Slough - "I am delighted with the service I have received from Morris & Co. As BFA Affiliate's I have confidence in their level of knowledge and expertise. As a result I am free to concentrate on building my business with their help and advice."
Simon Wise, Driver Hire London North - "At first I was somewhat reluctant... I have been able to establish a mutual trust and experienced a professional and thorough service."
Kevin Morrissey, Sheffield - "When appointing an accountant it was very important to me to select someone who was not only knowledgeable but friendly and approachable. I have always received proactive, professional advice and I know that the specialist advice I require to run my business is only ever a phone call away. A VAT full cost and apportionment calculation was recently undertaken for my company. As a result of this, my percentages have reduced, thereby saving me additional money."
Ian McGarvey, Ian McGarvey
