Whether you’re feeling stuck,
want tailored help with your financial plan,
or have never got around to this before.
I’m here to help.
I have a number of one hour ‘Discovery Calls’ each week, designed to help get you moving in the right direction, whether you’re just getting started, or you’re wondering what improvements you can make to your existing situation.
“Who are the type of individuals I work with?”
6 & 7 figure earners and business owners
Who have investable assets (cash, investments, pensions) of £250k or more
If this sounds like you, find some time in my diary on the right and let’s have a chat.
Over the space of one hour, we will focus on:
An introduction to myself, Morrinson Wealth, St. James’s Place;
who we are, what we do, and how I personally help hundreds of individuals just like youGetting to understand your circumstances and objectives for your finances
A chance to answer your specific questions. Anything is ‘fair game’ on your your existing finances, strategy, and objectives
Discussing high level what I would recommend you focus on moving forwards. From here, we can decide if we’re a ‘good fit’ for each other and if conversations should continue from here
There’s no obligation whatsoever to our meetings, so all you’re set to lose is one hour of time.