About
Morris Financial Management was established in 2013. The business has grown over the years through personal recommendations. As Independent Financial Advisers we serve many clients throughout North Wales, North West and further afield.
It’s not always about the facts and figures, it’s about real people and real lives. The real ability is listening… listening to what you want your finances to achieve. As independent Financial Advisers, we hope we can make your future secure.”
We provide jargon free and practical advice
Morris Financial Management was established 10 years ago and we pride ourselves on our consistent focus on client service.
As Independent Financial Advisers we are able to deliver a truly holistic and joined-up financial planning service. The business has grown over the years through personal recommendations and building professional connections. We have an office in Prestatyn and are due to open a second office in Denbigh. We are proud to help the people of North Wales.
As Independent Financial Advisers we serve many clients throughout North Wales, Cheshire and further afield. Over the last few years we have been working to absorb clients of Vale Financial Services of Denbigh, with Glyn B Jones continuing to provide support to Morris Financial on a consultancy basis.
Our core values of caring for clients and providing a high-level of service align really well and we take great pride in being able to offer the combination of local knowledge and expertise in the financial industry.
It’s not always about the facts and figures, it’s about real people and real lives. The real ability is listening… listening to what you want your finances to achieve. As Independent Financial Advisers, we hope we can make your future secure.
We recognise the fact that you would much rather be planning life’s next adventure than planning your finances. That’s why our sophisticated and passionate advice ensures that you will have peace of mind of knowing that your finances are in safe hands and the freedom to live life to the full.
Direction
We provide independent advice and wealth management to companies and individuals alike. With Integrity at the heart of everything we do, our emphasis is on building strong, long-lasting personal relationships with our clients. We pride ourselves on giving a fresh perspective to you and your financial affairs.
By providing holistic advice we can offer you wider financial planning, or simply some guidance on a single area, such as investment management or estate planning, whichever is most appropriate.
We're experienced in working with you to review your current position, to listen to your future aspirations, and then draw up and implement a bespoke plan. Meeting regularly thereafter will ensure that your plan is monitored and updated to allow for current circumstances.