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Your Financial Planning & Wealth Management Session

Are you looking to maintain your current lifestyle in retirement? As a high earner, planning your financial future often gets de-prioritised.

AccountantFor has partnered with Morrinson Wealth, certified financial advisers and wealth management specialists, to provide AccountantFor clients with an initial no-obligation financial audit and planning session.

Morrinson Wealth provide value by really taking the time to understand your needs, your investment timeline and your personal financial journey.

“I work with Business Owners and Self Employed Individuals to help INCREASE Net Worth, protect income and to live a more Comfortable Life through 1-2-1 Wealth Management.”

– David Shepherd

Book Your Initial Session With David Now

Wealth Management Services

Investment Planning

Developing and sticking to a sound investment strategy is essential for ensuring your financial future.

Retirement Planning

Retirement doesn’t have to be uncertain – by understanding your current situation, you can begin to shape your future.

Protection Planning

You might not have thought about protecting your family and assets at this stage of your life, but protection plans are essential for safeguarding everything that matters to you.

Banking Services

If you need short-term cash, we offer flexible lending facilities for private clients, trusts, and corporate clients.

Tax Planning

We can help you maximise the benefits of your hard-earned assets through effective tax and inheritance tax planning, ensuring you and your family have more to enjoy throughout your lifetime.

Corporate Financial Planning

We can assist you in establishing the right plans to ensure your long-term financial security.

Estate Planning

With rising life expectancy and significant social changes, how can you make your wealth work harder to benefit your entire family?

Mortgages and Property

Need help navigating the maze of mortgage options? Our UK mortgage advice service can assist. With access to over 90 lenders and thousands of mortgages, we can find the best options for you.

AccountantFor are not providing any financial or investment advice, and are simply facilitating an introduction with Morrinson Wealth.

Morrinson Wealth Management LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website The ‘St. James’s Place Partnership’ and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.

Morrinson Wealth and Morrinson Wealth Wellbeing are trading names of Morrinson Wealth Management LLP. Morrinson Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC377663 Registered Office: 37 Warren Street, London, England, W1T 6AD.