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Our brand promise to you
In every interaction with us, we want our clients to feel we understand the nuances of their personal universe. Our client perceives us as intuitively connected to their everyday needs and those important moments.
We are forward thinking, anticipating, before our clients do, their transition from managing their needs of today, to managing their needs for the future.
For this reason, our clients refer to us as their life manager.
Numbering over 100 specialists across all aspects of financial planning, your personal financial advisor is backed up at all times by Morrinson Wealth’s support team.
Every technical, legal and regulatory aspect of your financial strategy is scrutinised to ensure best practice and the timely completion of all transactions and requirements. Whenever highly specialised expertise is required, in the unlikely event that your personal financial adviser is unable provide it, we have the people in-house who can. Cooperation, teamwork and collaboration - a partnership with Morrinson Wealth is a partnership for life.
"The advice I receive from Morrinson Wealth is always clear, relevant and consistent, helping me to understand how I can adapt in line with my career development and the ever-changing market environment."MD and Partner, Accenture
"Morrison Wealth has done an excellent job listening to my requirements, proposing efficient and personalised investment strategies. Regular visits and pro-active management have been appreciated, particularly in recent times given the uncertainty introduced by the Brexit."Senior Director, Product Management & Technology Marketing at Imagination Technologies
"We worked together to maximise my wealth to benefit my family and I. I am impressed with their responsiveness and regular contact, which ensures that I do not miss out on opportunities relevant to my circumstances."Partner, Deloitte
"The Morrinson Wealth team help to clarify options and allow me to confidently navigate a complex environment. Providing a tailored service based on your personal financial objectives. Exactly what you need from a wealth management partner."Anonymous
"Getting the best out of your money is often a daunting test to approach, especially when balancing work and life priorities. The Morrinson Wealth team have really helped me to define a strategy with clear actions."Product Strategy Leader, EMEA at Oracle
"Morrinson Wealth listened to me, understood my needs, challenged my preconceptions and biases appropriately and guided me to actions which have increased my long term wealth and positioned me for financial security."MD, Accenture