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Logo of Morrinson Wealth

Morrinson Wealth

40 Bank Street, Canary Wharf, London, E14 5NR, GB

Website

👩‍💼

51-200

Employees

🗓

2012

Founded year

🏭

Finance

Industry

Mission & purpose

Morrinson Wealth is a thriving wealth management practice in the City of London. We understand that few people have the time, nor the resource to manage their financial affairs efficiently themselves. Our core philosophy is to place clients at the centre of everything we do. In a partnership for life, we’ll give you the peace of mind knowing that we will be there for you every step of the way, looking after your financial journey together. So you’ll be empowered to do whatever you want, when you want - from buying a new home or planning a dream holiday, to paying school fees or retiring early. We’ll do this by understanding the unique results you want, when you want them and how you want to get there. We’ll then aim to grow your investments simply and effectively to work towards achieving those goals. Morrinson Wealth offers its clients the following proposition: • A personal, face to face and highly professional advisory experience • Understanding your specific financial objectives • Implementing a process that enables you to review financial affairs as often as you wish • Keeping you informed of the latest news and any changes that might affect your personal situation • Ensuring all correspondence and literature is clear, easy to understand and relevant. We can also help with the following areas: • Building & preserving wealth • Financial protection against risk • Managing cash & borrowing. The value of your investment can go down as well as up. You could get back less than you invested.