Mark Morris Email & Phone Number

Weybridge, Gb

Weybridge

I advise clients on their overall financial planning as part of a well resourced and knowledgeable team. My main focus is on building and running portfolios of collective funds, within Pension, Non-Pension and Trust arrangements for clients, whilst remembering to regularly step back to consider what we are trying to achieve for clients. Whilst my main focus is on investment planning, I advise on all aspects of financial planning and aim to build this into a clients lifetime moneymap. I aim to provide a long term service, focussed on becoming a trusted adviser over a number of years, with service and communication as a key. Feedback from clients of long standing is that I am genuine, warm and trustworthy. I have extensive experience of advising a diverse range of clients, e.g. Directors / Senior Staff of companies, advising High Net Worth individuals, ranging from retired company directors to recipients of pension sharing orders / lump sums who have never previously dealt with their financial affairs. I operate on a fee only basis, either time-costed or fees based on a percentage of funds under management.

Part of Smith & Williamson “Investment Management Service” (SWIM) advising clients on Discretionary and Advisory basis. I advise on building and running portfolios of collective funds, within Pension, Non-Pension and Trust arrangements, in addition to advising clients on all aspects of their investment and financial planning. I have extensive experience of advising a diverse range of clients, e.g. Directors / Senior Staff of companies, advising High Net Worth individuals, ranging from retired company directors to recipients of pension sharing orders / lump sums who have never previously dealt with their financial affairs. I work closely with other areas of Smith & Williamson, e.g. Private and Corporate Tax dept. I have regularly written technical reports and regular market / economic commentaries for our investment service and bespoke reviews for clients’ portfolios. I help with the compiling of our “Buy list” of preferred funds, researching and monitoring chosen and potential funds. Although specialising in investment work, I am fully experienced in financial planning matters, specifically retirement funding and drawing benefits, pension sharing on divorce, specialist annuity provision for defined benefit scheme members, pensions simplification, general tax planning and financial planning. I operate on a fee only basis, either time-costed or fees based on a percentage of funds under management.

Guildford, United Kingdom