Welcome to Morris Financial Planning Ltd
Independent Financial Advisers
See what our clients say about us in the Testimonials section.
Our principal is a highly qualified adviser with over 30 years' industry experience.
We are based in Chapel Allerton, Leeds - see map.
We specialise in investment and pension planning, coupled with active fund management. We begin by identifying your plans and goals whilst evaluating the suitability of any existing plans. We then agree a personalised strategy and review this at regular meetings, making adjustments as required. 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:
- Estate Planning
We would be delighted to meet you and see whether we could be of help. The first meeting is always free of charge. Please do not hesitate to contact us for more information or to arrange a meeting.