INSIGHTS
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Go to InsightsOur 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.
Stanley Morrinson
Managing Partner
We add value by understanding these results, when you want them and how you want to get there. We’ll then aim to grow your investments in a simple, effective and tax-efficient way to help achieve those goals, whilst also accounting for tax-efficiency for when you would like to use these funds.
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.
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.
With a retention rate of 98%*, it’s clear that clients value our uniquely personal approach to wealth management and financial advice. Numbering some 3,000 clients and counting, our client network has grown largely through word of mouth and recommendation.
* for the period between 2015 -2020
We know that the peace of mind of having a single, trusted point of contact is important to you. The Morrinson Wealth ethos is that your financial adviser should be your eyes and ears in all matters financial... proactive, fully informed and entrusted to help manage your wealth - leaving you free to concentrate on what you do best, knowing there is someone looking after the best interests of you and your family in the background.
Our choice to be a Partner Practice of St. James’s Place brings agility and expertise, allowing us to deliver truly insightful, intelligent financial guidance. With over £115bn of funds under management, St. James’s Place is widely regarded as an exemplar of financial good practice. Their Investment Committee’s rigorous, hands-on supervision ensures that only the strongest performing of funds and investment managers remain.
We know what it’s like to work your way up, and how important it is to look after the money you’ve earned along the way. We apply this care and understanding to everything we do for our clients. That includes hiring our advisers for their potential, irrespective of their backgrounds.
So whatever your level of financial know-how, you can trust we’ll be on your side and speaking your language.
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.
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