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Morlaix Limited
       
 
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Morlaix Limited
 
 
Overview: 

Any adviser can sell you a specific product. Few consider the broader picture and provide holistic financial planning. We do not sell. We discuss your  objectives and assist you in achieving them. We are not influenced by commission payments from product providers and we are not targeted to ‘bring the figures in’. We are totally independent, we are different.

At a time when you don’t feel you understand what your financial needs are, we recommend you speak to an experienced independent financial adviser/financial planner. Morlaix, Chartered Financial planners will establish your current situation and future objectives and implement any recommendations where appropriate. Morlaix IFA provides independent financial advice to clients across Truro, Cornwall and the UK on the following:
Savings advice
Investment advice
Ethical Investment advice
Inheritance Tax Planning advice
Retirement Planning advice
Pensions advice
Life Assurance advice
Business Life Assurance advice
Critical Illness advice
Income Protection (PHI) advice
Employee Benefits Packages advice
Corporate Services advice.
ISAs advice
Annuities
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