Morrinson Wealth Management LLP
Principal Partner Practice of St. James's Place Wealth Management
Tom’s clients are made up of Directors, Managing Directors & Partners from Accountancy, Consulting, Banking and Real Estate firms and contractors within the IT industry. Tom strives to deliver a personal and specialised service to clients by building long-term relationships with his clients and construct solid financial plans to meet their goals and objectives, whether this is school fees planning, retirement or investment planning or indeed inheritance tax planning.
Tom’s clients typically face the constant battle of not having enough time with work and family commitments to keep on top their financial plans and review their financial structure on a consistent basis - Tom eradicates this stress by ensuring his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.
The Partner Practice 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.