Mark J Morsley & Associates Ltd was established in 2010. The new company was a development of MJM Financial Services Ltd that had traded since 1999. This was in order to provide our clients, both personal and business, with a greater breadth of knowledge and expertise.
With over 30 years experience as well as being sufficiently qualified to offer this high level of service we have become one the most highly regarded Financial Planning firms in the region.
The figurehead of the company is Mark James Morsley. Mark joined the Prudential in 1988 as a Financial Consultant based at their Colchester office. In 1994 he joined Allied Dunbar as a Senior Financial Adviser but when offered a position to become an Independent Financial Adviser in 1995, he took this up.
Mark developed his skills in this field over a four-year period which culminated in him setting up his core business MJM Financial Services in 1999 and expanded this across East Anglia and the city of London.
In February 2010 Mark and some of his team were approached by St James' Place and offered a Partnership with them, an opportunity that was accepted. However this was not a successful merger and Mark decided to return to the scope offered as an IFA in early 2011 and launched the Associates business.
The company is based in Manningtree in Essex, which is Englandâ€™s smallest town. Situated right on the River Stour it is steeped in history and our clients often extend the time in the town following a visit to our offices to enjoy a walk or just have a cup of tea and a cake.
Our highly qualified Advisers and Associates offer extensive knowledge on all aspects of financial planning and frequently work with other professional advisers (i.e. lawyers, tax advisers and accountants) to create a total overview. We aim to ensure that everyone who meets us perceives the firm as professional in everything that we do.
With many changes in the financial services industry arriving in late 2012 the company have made the decision to concentrate on being Financial Planners operating a stringent due diligence process in conjunction with Defacto. The allows them to feel comfortable and confident with the pension, investment and insurance companies they recommend).