Personal and Business
Our associates offer a personal wealth management service; they do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Build or preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
- Generate income from capital
- Ensure you have sufficient income in retirement
An integral part of our financial planning service is intelligent tax planning advice which is about minimising the tax you pay in a non-contentious way.
Putting the client first
A part of Mark J Morsley & Associates Ltd business model is its ability to work with other professionals in a variety of fields.
Because of the expertise that our Managing Director Mark Morsley has built in the years as a successful entrepreneur he can quickly identify the areas that you need assistance in a make a referral to a professional that can work with you the client.
The value of your investments can go down as well as up, past performance is no guarantee for the future
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
Maintaining your standard of living in retirement is a concern for many people.
The Government’s message that individuals need to be taking more responsibility for their financial well being must be taken on board – with the State no longer providing an adequate retirement pension, the rapid decline in final salary pension schemes and increased longevity.