Morris Trice Associates Ltd is a firm of Independent Financial Advisers located in the Southwest.
We are a private limited company providing highly personal and professional independent financial
planning advice to individual clients, companies and other organisations.
We advise on all aspects of personal independent financial planning, including investments and savings, life cover, pensions and retirement planning, mortgages, equity release*, long term care and inheritance tax planning. Our clients include individuals as well as businesses.
Making the right decisions is essential for ensuring your long-term financial future - the most crucial of those decisions may well be from whom you seek advice. The choice of a professional Independent Financial Adviser who can provide expert guidance is an important first step. At Morris Trice our Independent Financial Advisers seek to provide comprehensive solutions that help achieve your financial goals, both for your immediate situation and for the longer term.
We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations over a period of time as we recognise the importance of long-term on-going assistance and guidance.
Our regular review service enables us to develop a long-term relationship and an understanding of our client's needs, goals and objectives.
Contact us to arrange an initial appointment with one of our advisers without charge or obligation.
Broker fees will be payable for Mortgage advice. We will charge an Initial upfront fee of £95 to research suitable mortgage providers (non-refundable). We will charge £300 when you receive your mortgage offer (non-refundable). We will receive a procuration fee from the recommended mortgage lender on completion. (For Example, For a loan amount of £100,000 £95 for brokering paid upfront + £300 fee paid on securing mortgage offer and commission paid by lender on completion.) The precise amount will depend upon your circumstances and the loan amount, and will be discussed and agreed before any application is made.
* This is a Lifetime Mortgage to understand the features and risks, ask for a personalised illustration.
The value of units can fall as well as rise, and you may not get back all of your original investment.
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
Terms & Conditions|
Data Protection Policy
FCA Registration No: 528398
Morris Trice Associates Ltd Registered in England No. 06716320
Registered Office: 55 Meneage Street, HELSTON, TR13 8RB
|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|