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  • 01745 798260 *
  • info@morrisfinancial.co.uk
Morris Logo
  • 01745 798260 *
  • info@morrisfinancial.co.uk

Should I top up my state pension?

Here at Morris Financial, we are always scanning the horizon for new legislation likely to affect the income and wealth of our clients. The Department of Work and Pensions (DWP) are currently offering millions the chance to top up their state pension. The scheme – known as 3A – looks generous on the surface.

But as is the case with so many of these offers, there can be pitfalls. Losing out on other benefits is one of them.

The DWP advise seeking Independent Financial Advice.

Where better to start than contacting your local Independent Financial Adviser in Prestatyn – Morris Financial.

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Valued Clients

"Based on results alone, I would give Morris Financial 10 out of 10! Nothing is too much trouble, and he leaves no stone unturned. Very thorough."
Mr S. WatkinsLlandudno
"I have found Morris Financial to be extremely helpful in providing sound, practical advice when it comes to investments."
Mr K. DaviesDyserth
"We had shopped around for a long time looking for someone that we felt we could trust with our finances. We had some big decisions to make. But when we contacted Morris Financial, we knew we need look no further. Immediately, they took an interest in what was good for me, rather than what was good for them, and I just felt I was number one in their eyes!"
Mrs G. RobinsonChester
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Our aim is to understand and listen to your needs and based on that, offer sound financial advice, tailored to your requirements.

Morris Financial Management Ltd is an appointed representative of Pi Financial Ltd, which is authorised and regulated by the Financial Conduct Authority.

Morris Financial Management Ltd is registered in Wales. Registration number: 9269444. Pi Financial Ltd is registered in England. Registration number: 3556277.

In the event that you are dissatisfied with a recommendation we have made, you may be entitled to make a complaint. We have a complaints procedure that is available on request.  If you wish to register a complaint, please contact us:

In writing: Write to The Compliance Director, Pi Financial ltd, Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU

By Telephone: +44 (0)1743 282222*,

By Email: compliance@pifinancial.co.uk

For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’) at Financial Ombudsman Service or by contacting them on 0800 023 4 567*.

www.financial-ombudsman.org.uk

*Calls from a BT line are charged at your calling plan’s standard network rate. Mobile and other providers’ charges may vary

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Our aim is to understand and listen to your needs and based on that, offer sound financial advice, tailored to your requirements.

© 2021 Morris Financial. All Rights Reserved