Morlaix' Chartered Financial Planners

Financial Advisers (Independent) in Truro

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Second Floor
7-9 Old Bridge Street
Truro
Cornwall
TR1 2AQ

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Opening hours

Monday to Friday: 9am - 5:30pm

Saturday to Sunday: Closed


Key Services

chartered financial planner, financial advice, financial advisers



About

  • Independent Financial Advice

Welcome

Morlaix Ltd, Chartered Financial Planners provide independent financial advice throughout Cornwall and the United Kingdom.

We specialise in providing advice to Individual Private Clients Corporate Charity and Trustee Clients and Professional Partners.

About Us

Any adviser can sell you a specific product. Few consider the broader picture and provide holistic financial planning. We do not sell. We discuss your objectives and assist you in achieving them. We are not influenced by commission payments from product providers and we are not targeted to ‘bring the figures in'. We are totally independent.

Services

Morlaix, Chartered Financial Planners provides independent financial advice throughout Truro, Cornwall and the UK. Morlaix IFA specialises in Investments, Ethical Investments, Pensions, Annuities, ISAs, Inheritance Tax Planning, Life Assurance, Critical Illness and Income Protection (PHI).

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Products and Services

Savings and Investment Advice

Savings and Investments

Pensions Advice

Pensions Advice

We offer these services

  • gallery
  • website
  • Customer Service / Helpline

We offer these payment methods

  • Cash
  • Delta
  • MasterCard
  • Maestro
  • Visa

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