Frequently Asked Questions
1. Who are Morris Trice?
Morris Trice are Independent Financial Advisers providing tailored financial planning. Our pledge is to
provide you with impartial advice throughout all financial areas.
2. Why Morris Trice?
We are committed to providing face to face advice, as we understand and appreciate the true value of the
advice we offer to our clients. Although you will have a single point of contact, your adviser will be
able to call upon other members of the team or associated professionals in order to provide you with
a comprehensive service.
3. Why is Financial Planning necessary?
Our experience tells us that those who plan to achieve financial security are far more likely to achieve
it. It is often said that when you don't know where you are going, any road will do! Pushing forward
with no clear strategy could result in a handful of unrelated financial products with the chances of
achieving a satisfactory outcome substantially reduced.
We want you to have the best possible chance of achieving financial security in the short term and financial
independence in the longer term. Let us show you how we could work together with the aim of achieving
4. What is the difference between the terms 'Independent' and 'Restricted'?
As we are independent, we are able to consider a wide range of options. We can assess a vast array of
different products and services available to you from the whole market place. Any personal recommendation
is based on a comprehensive and fair analysis of the relevant market and is unbiased and unrestricted,
Restricted advisers may only recommend solutions from a restricted number of companies, typically five
and also may restrict which products the advice on.
5. What Client Services can you offer?
We offer three main services, ranging from comprehensive strategic financial planning services, eg portfolio
management, to simple transactional arrangements, eg arranging a mortgage. We also provide and advise
on ISAs and Stakeholder pensions.