Financial Planning
Personal and Business
Wealth Management
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
Tax Planning
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.
Retirement
Maintaining your standard of living in retirement is a concern for many people.
With the State no longer providing an adequate retirement pension, the rapid decline in final salary pension schemes and increased longevity.
The Government’s message that individuals need to be taking more responsibility for their financial well being must be taken on board.
Choosing your financial adviser is an important decision, I believe as important as choosing a Solicitor or Accountant. I have been providing professional financial advice for over 25 years and I specialise in pension and investment.
Mark Morsley