About Morris Trice Associates – Independent Financial Advisers

Morris Trice is a firm of Independent Financial Advisers located in Surrey and Cornwall who have been creating independent financial planning solutions for our customers since 1997.

We have established working relationships with other professional advisers, such as Solicitors and Accountants. The two Directors of the business; Neal Morris and Jonathan Trice have a wealth of experience in Financial Services, dating from 1985 and both hold the Full Financial Planning Diploma.

As a business we meet the requirements of the Retail Distribution Review. This has placed a requirement on IFA's to be suitably qualified and provide whole of market advice.

Neal and Jonathan formed Morris Trice Associates to provide high quality Financial and Investment Advice to people who are committed to making the most of their money and making the most of life.

The Team

Neal Morris – Director / Independent Financial Adviser
Neal has been a financial adviser for around 20 years and holds the advanced qualifications in, Taxation, Pension Planning and Trusts. Neal began his career working for a local firm of Independent Financial Planners dealing with a wide range of private client matters. His main areas of work still include; retirement, investment and pension planning as well as Inheritance tax strategies.

Part of Neal's career was spent working in the Channel Islands providing tax and investment advice to both UK residents and international investors.

Neal can provide detailed advice to individuals who are approaching retirement and seeking to maximise their retirement income. Having qualifications in Equity Release* and Long Term Care, Neal can assist individuals looking to generate additional income by releasing equity from their home as well as those concerned about protecting their wealth for future generations.

In his spare time Neal enjoys Rugby, now predominantly as a spectator, surfing, and travel. He is married with one daughter.

* This is a Lifetime Mortgage to understand the features and risks, ask for a personalised illustration.

 
Jonathan Trice DipPFS – Director / Independent Financial Adviser
Jonathan has been an adviser for the last 16 years and has during this period developed lasting and long-term relationships with his clients. He can provide advice on all aspects of financial planning from buying your first home to helping you through your Investment and retirement needs.

Jonathan holds the Diploma in Financial Planning and is a member of the Chartered Insurance Institute he is also authorised to transact mortgage arrangements for both residential and investment properties and holds the Long Term care planning certificate.

Jonathan has an in depth and intricate knowledge of the Buy to Let market and is happy to help the first time investor through to the professional portfolio client.

 
Stephanie Trice – Office Manager

Stephanie has worked for Morris Trice Associates for the past year, she is married to Jonathan and is the Office Manager at the Cornwall office, in Meneage Street, Helston.

She provides administrative support and ensures the smooth running of the office, dealing with client enquiries, appointments and giving secretarial support.

 
Vanessa Westwood

Vanessa has worked for Morris Trice Associates for 4 years and within the financial services industry for about 9 years prior to this with another well-known local IFA.

Vanessa joined Morris Trice Financial Planning to provide assistance to Jonathan and Neal in all aspects of the financial planning process. She also helps with some of the behind the scenes tasks that are essential in running a successful, regulated financial services business.

Our clients receive Independent Financial Advice from the whole of the market; it is important that a client feels at ease with their Financial Adviser, our Independent Financial Advisers are friendly and professional, contact us for a meeting without charge or obligation

 

Morris Trice Associates Ltd is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority (http://www.fca.gov.uk/register/home.do)

FCA Registration No: 528398
Morris Trice Associates Ltd Registered in England No. 06716320
Registered Office: 55 Meneage Street, HELSTON, TR13 8RB
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Some forms of Buy to Let, Trusts, Estate Planning, National Savings and Taxation advice are not regulated by the Financial Conduct Authority. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK