Morris Financial Planning Ltd

We specialise in investment and pension planning coupled with active fund management. Lifetime cashflow analysis software assists in agreeing a strategy and once agreed this is reviewed at regular meetings. In this ever-changing world, managing clients' wealth and refining strategy over the long term is our focus. We offer a comprehensive financial planning service including the following: Pension Planning When do you want to retire and how much income will you need? Investments/Regular Savings Are you making the best use of any spare capital or surplus income? Income Protection Would you require a regular income or a cash sum if you suffered a serious illness or disability? Life Assurance How much cash would your family need to maintain their current lifestyle if you die prematurely? Our principal is a highly qualified adviser with over 25 years' industry experience.

Address: The Gatehouse Business Centre, Mansion Gate, Chapel Allerton, Leeds, West Yorkshire LS7 4RF, United Kingdom

Phone: +44 113 2385 940
FAX: +44 113 2374 417