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Clear Vision.Bespoke Advice for our Clients.

About Us

Morlaix, Independent 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.

Meet the Team

Director, Ged Dixon, has over 30 years experience in Financial Services and is Chairman for our professional body, The Personal Finance Society (Plymouth and Cornwall). Ged also sits on the local Council for the Chartered Insurance Institute.
Ged has achieved Chartered Financial Planner status, the gold standard in financial planning.
Ged enjoys spending his time with his wife and two boys taking advantage of the outdoor pursuits Cornwall offers. He also enjoys his role as a football coach, playing golf, tennis and any other sport on offer!
Kate has been involved within the financial services industry since 1997 when she joined a life company. After redundancy, she moved to the financial planning side. Her work experience includes being a financial adviser for an adviser network, a financial planner, pension transfer specialist and paraplanner.
Her main interest and specialism was initially in the pensions field but has since diversified into other areas, such as investments, protection and tax planning.
Kate has over 25 years experience in the industry and holds the Diploma in Financial Planning.

Testimonials

What were the circumstances that caused you to look for a financial adviser?

“I was about to retire and needed advice on my pension options.

How has Ged Dixon helped you?

“He 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. This included looking at short and long term tax implications and estate planning.

Have you seen the outcome you were hoping for?

“I was about to retire and needed advice on my pension options.

What could they have done better?

“Thoroughly satisfied with all aspects of the help we have had from Ged.

What were the circumstances that caused you to look for a financial adviser?

“I wanted advice on better investment of my pension fund, and also on drawing down a part of the fund, as well as planning for other income I was due to receive.

How has Ged Dixon helped you?

“Before advising on the financial position and the best options for pension investment, Ged started from going through with me what my future plans and wishes were. This was in order to ensure that the pension money and other income could be best used to achieve those aims. This was really helpful, as it helped focus me on the longer term – all too easy to avoid in the hurly burly of day-to-day life and financial pressures. From then, it became much easier to plan out and agree how to use/invest the money from the pension fund, as well assess risk tolerance. Ged gave excellent tailored advice, supported by documentation, and is both professional and approachable.

Have you seen the outcome you were hoping for?

“Yes, definitely. The pension fund has been well invested. Ged gives regular updates, and we arranged a phone meeting during lockdown, so he has been flexible to adapt to the current situation.

What could they have done better?

“Can’t think of anything!

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