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About Morlaix Ltd

Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.
Morlaix Ltd, Chartered Financial Planners provide independent financial planning advice throughout Truro, Cornwall and the United Kingdom. Ged Dixon, Director is also Chairman of our professional body, The Personal Finance Society for Cornwall and Plymouth and also sits on the Council for the Chartered Insurance Institute. Morlaix Ltd has achieved Chartered Status.This is the industry’s gold standard for firms of financial planners. When you use a Chartered firm you are dealing with proven professionals.We specialise in providing advice to Individual Private Clients, Corporate, Charity and Trustee Clients, and Professional Partners.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Tax & trust planning:
  • Estate planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children

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