Morrinson Wealth
Morrinson Wealth is a thriving wealth management practice in the City of London. We understand that few people have the time, nor the resource to manage their financial affairs efficiently themselves. Our core philosophy is to place clients at the centre of everything we do. In a partnership for life, we’ll give you the peace of mind knowing that we will be there for you every step of the way, looking after your financial journey together. So you’ll be empowered to do whatever you want, when you want - from buying a new home or planning a dream holiday, to paying school fees or retiring early. We’ll do this by understanding the unique results you want, when you want them and how you want to get there. We’ll then aim to grow your investments simply and effectively to work towards achieving those goals. Morrinson Wealth offers its clients the following proposition: • A personal, face to face and highly professional advisory experience • Understanding your specific financial objectives • Implementing a process that enables you to review financial affairs as often as you wish • Keeping you informed of the latest news and any changes that might affect your personal situation • Ensuring all correspondence and literature is clear, easy to understand and relevant. We can also help with the following areas: • Building & preserving wealth • Financial protection against risk • Managing cash & borrowing. The value of your investment can go down as well as up. You could get back less than you invested. Morrinson Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 20/04/22.
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Verified contacts
26
available on Kipplo
LinkedIn employees
122
51 to 200 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
2
tools in use
Monthly traffic
30
organic / mo
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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- TS
Tanisha Sharma
Financial Accounts Manager · Finance & Accounting
EmailPhone - KJ
Ketan Joshi
Loa Administrator · Finance & Accounting
EmailPhone - HC
Hoy-Ying Cheung
Trainee Paraplanner · Finance & Accounting
EmailPhone - JB
James Brazier
Financial Consultant · Finance & Accounting
EmailPhone - KD
Kelvin Dodd
Paraplanner · Finance & Accounting
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Top roles at Morrinson Wealth
19 distinct titles indexed · top 10 shown.
- 5associate
- 3partner
- 2financial consultant
- 1administrative assistant
- 1business development executive
- 1client servicing administrator
- 1executive assistant
- 1financial accounts manager
- 1financial planning consultant
- 1loa administrator
- +9more titles
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