Morrinson Wealth Management LLP
Principal Partner Practice of St. James's Place Wealth Management
William's clients are made up of Directors, Managing Directors & Partners from Accountancy, Law, Private Equity firms and contractors in the IT industry. They do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial wellbeing is being well looked after consistently year after year.
William makes sure his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.
He is able to advise his clients on the following:
Business & Personal protection
*Trusts are not regulated by the Financial Conduct Authority.
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.