At Morris Paley Wealth Management Limited we pride ourselves on our client focused approach to making all aspects of financial planning as understandable and enjoyable as possible. With a wealth of experience, we are committed to providing financial advice of the very highest standard.
Our aim is to empower our clients and their families to enjoy their wealth and help them achieve true financial peace of mind. We are passionate about helping people organise their financial affairs to achieve the right possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living. We ask thoughtful questions, give straightforward advice and find the right financial solutions for you. We identify your short, medium and long-term financial planning goals, clarify precisely what you want from life, make easy to understand recommendations, transforming your plan during significant life changes and at regular reviews.
Financial Strength and succession are key components of our Company, and we go above and beyond to ensure our clients will continue to be looked after by us for life and as part of Quilter Financial Planning.
At Morris Paley Wealth Management we aim to protect and grow the wealth of our clients through tax efficient financial planning and investment management. We understand that life happens. Both good and bad. The planned and the unexpected. So if you are looking to make the most of your money, our financial advisers can help. If you're someone who needs some expert help with investing or have some complex finances to juggle, we can help you make better sense of it all - allowing you to enjoy life as much as possible, with one less thing to worry about. Our personal, friendly and purposeful approach is what makes us unique. We monitor and review aspects of our business on a regular basis and aim to reduce any negative impacts while incorporating our sustainability beliefs for the future generations.
We evaluate your current situation and recommend what financial changes can be made to your planning strategy. Having agreed an initial plan, we then maintain regular contact with our clients, ensuring an ongoing assessment of your attitude to investment risk. This ensures your plans are consistently bespoke to your financial priorities and objectives. Our investment management service for client investment portfolios is built on the evaluation of an individual’s ‘Attitude to Investment Risk’ and are designed to meet individual financial objectives.
Security is a vital aspect of our business; we apply industry standard and layered security measures both to our clients' accounts and to our infrastructure. Our external security experts constantly monitor for vulnerabilities, actively mitigates DDoS (Distributed Denial of Service) attacks and carries out regular testing. Client money is held in accordance with all applicable FCA rules and is protected under the Financial Services Compensation Scheme (FSCS).
