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 this.

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.

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