traditional values
with a contemporary

Why Choose Us

Morlaix, Chartered Financial Planners, provides jargon free Independent Financial Planning advice in the following areas:
  • Holistic Financial Planning Advice including cash flow modelling
  • Savings and Investments
  • ISAs
  • Annuities
  • Inheritance Tax Planning
  • Pensions
  • Retirement Planning
  • Ethical Investments
  • Life Assurance
  • Critical Illness
  • Income protection (PHI)
Morlaix offers a nil cost no obligation initial meeting.

Our Awards

Feel confident knowing you’re backed by an award-winning team

Finance and Business Awards and Nominations