Morrell Financial Management Ltd

About

Morrell Financial Management Ltd is a financial services company with an office at 4 Grangewood Court, Houghton-le-Spring, DH4 4RS, United Kingdom. We are a family run business that puts our clients at the heart of everything we do.

Morrell Financial Management (FCA No: 675274) is an appointed representative of Julian Harris Financial Consultants (FCA No: 153566), which is authorised and regulated by the Financial Conduct Authority.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.

Tax treatment is based on individual's unique circumstances

Privacy notice can be found here: https://morrellfinancialmanagement.com/notices

Keywords

wills, trusts, portfolio construction, lasting power of attorney, tax planning, pensions, retirement, financial planning, personal protection, business protection, investment

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