About us
Our certified financial advisers and wealth management specialists are here when you need us, to help you make the most of your money. Find out more about how we can help, what we do and who we are.
“In every interaction with us, we want you to know we understand the nuances of your personal universe – and are intuitively connected to your everyday needs and those important moments. We are forward thinking, anticipating your transition from managing the needs of today, to managing your needs for the future. Think of us as your life coach.”
Stanley Morrinson
Managing Partner
How we can help
As certified financial advisers and wealth management specialists, we provide value by really taking the time to understand your needs, your investment timeline and your personal financial journey. We aim to grow your investments in a simple, effective and tax-efficient way, to help achieve your goals. And when you’re ready to use those funds, we maximise tax efficiency.
With over 800 reviews and a VouchedFor rating of 4.8 / 5, it’s clear that clients value our uniquely personal approach to wealth management. Our network of more than 3,000 clients has grown largely through word of mouth and recommendations/referrals.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
What we do
We understand that having a single, trusted point of contact to advise you can provide peace of mind. Your fully qualified and regulated financial adviser will proactively help you with all things financial – leaving you free to concentrate on looking after yourself and your family.
Meet your team
With more than 100 specialists across varied aspects of financial planning, your personal financial adviser is bolstered by Morrinson Wealth’s extensive support team.
Every aspect of your financial strategy is supported: Cooperation, teamwork and collaboration – a partnership with Morrinson Wealth is a partnership for life.
There when you need us
Your financial coach
We know that the peace of mind of having a single, trusted point of contact is important. Your financial adviser should be your eyes and ears in all matters financial – entrusted to help manage your wealth. Leaving you to concentrate on what you do best, while knowing someone is looking after the best interests of you and your family.
Flexibility of a small firm with scale and reach of a large organisation
As a Partner Practice of St. James’s Place, our agility and expertise allow us to deliver insightful, intelligent financial guidance. With over £158bn in funds under management, St. James’s Place is widely regarded as an example of financial best practice. Its Investment Committee’s rigorous, hands-on supervision ensures that only the strongest performing fund and investment managers remain.
Understanding your journey and hard work
We know what it’s like to work your way up, and recognise the importance of looking after the money you’ve earned along the way. We apply this care and understanding to everything we do for our clients. Whatever your level of financial know-how, you can trust we’re on your side and speaking your language.
Come and join our team
At Morrinson Wealth, we take pride in our collaborative and inclusive culture. Our business provides a platform to develop careers and realise aspirations. We know that diversity of thought adds value to our business, and we actively recruit people from all walks of life.
Find out more about working for Morrinson Wealth.
St. James’s Place Partner
As a Principal Partner Practice of St. James’s Place Wealth Management, we can help you access a variety of carefully selected fund managers with a wealth of knowledge and experience on their side.
The St. James’s Place Partnership offers a real opportunity for you to diversify your investments by spreading your money across funds managed by first-class managers with different styles. It also provides you with the potential to achieve superior returns over the medium to long term, from expert investment management.
We had the pleasure to sit down and speak with Victoria, a long-term client of ours and ask her what her experience was working with Morrinson Wealth, and one of our longest-serving wealth management advisers, Nico Sarolli.
Past performance is not indicative of future performance.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.
Contact us
You’re concerned your existing financial plan isn’t bespoke to your goals and you may not be able to maintain your current lifestyle in retirement.
We take time to understand what’s important to you and act as your financial coach, providing expertise when you need it and guiding you to towards the retirement you deserve.