Morton Wilson

Morton Wilson is a well established independent practice offering highly personalised and professional financial planning and wealth management services to individuals and families. We believe that all individuals who care about securing their financial future deserve an expert and impartial team of advisers to work alongside them over the longer term to offer the best chance of success. Morton Wilson is an Accredited Financial Planning Firm. We have a real interest in our clients, their plans for the future and the quality of their lifestyle over the longer term. Typically our clients approach us because they are concerned about their future and the effectiveness of their current strategy - if they have one. Often the uncertainty is a result of a significant 'life event', such as the sale of a business, retirement, divorce or loss of a partner. As a result of this, many of our clients are seeking more than just financial advice - they are seeking reassurance and clarity and a trusted guide to help them face the challenges that lie ahead. The feedback that we receive from our existing clients confirms our view that the relationship is more akin to an extended member of the family than a financial adviser. A team that they can rely on over the long term, to help them make the right decisions and always hold their best interests at heart. In view of the comprehensive nature of our service and commitment to our clients, we look to work with clients that have investible assets in excess of We have, over the last 25 years, blended the vast amount of experience that we have gained with the continual developments in advice best practice to offer a professional yet uncomplicated service to our clients. We feel that everybody deserves the opportunity to have good quality impartial advice tailored to their personal needs. We offer a second opinion service, without any obligation, to those who want to check their current arrangements.