Morlaix Chartered Financial Planners

At Morlaix, we pride ourselves on providing jargon-free, independent financial planning advice to individuals and families. Our team of experts has years of experience in the financial services industry, with a deep understanding of the complexities of personal finance. We believe that everyone deserves the best possible financial guidance, which is why we strive to provide bespoke advice that is tailored to each of our clients' unique needs and goals.

Our Vision

At Morlaix, we envision a future where people have the financial freedom to pursue their passions and live the life they truly want. We believe that by providing expert financial planning advice, we can empower individuals to achieve their goals and enjoy a prosperous and secure financial future.

Our Services

At Morlaix, we offer a comprehensive range of financial planning services, including:

• Investments: We help our clients make the most of their investments, whether it's through ISAs, annuities, or other investment vehicles.
• Pensions: We provide expert guidance on pension planning, ensuring that our clients' retirement savings are optimized for their needs.
• Protection: We offer a range of personal and business protection plans, including life assurance, critical illness cover, and income protection.
• Mortgage Referrals: We can guide our clients in finding the right mortgage adviser and help them navigate the mortgage market.

Meet the Team

Our team is led by Ged Dixon, a seasoned financial professional with over 30 years of experience in the industry. Ged is a Chartered Financial Planner and has achieved Chartered Financial Planner status, the gold standard in financial planning. Ged is also a member of the Chartered Insurance Institute and sits on the local Council for the Personal Finance Society.

Kate Banham is our paraplanner, with over 25 years of experience in the financial services industry. Kate has a Diploma in Financial Planning and has worked as a financial adviser, financial planner, and pension transfer specialist.

What Our Clients Say

At Morlaix, we pride ourselves on our exceptional customer service and the results we deliver for our clients. Here's what some of our clients have to say:

".Ged reviewed all of our finances; employment pension, other pensions, rented properties and other investments and explained in detail our options and the implications of each option."

".Ged gave excellent tailored advice, supported by documentation, and is both professional and approachable."

".We arranged a phone meeting during lockdown, so he has been flexible to adapt to the current situation."