Alex Morrison
30 Robbiesland Drive
Cumnock
East Ayrshire
KA18 1UD
As a Financial Adviser with over 27 years experience, I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning.
I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.
Authorised and Regulated by the Financial Conduct Authority. FRN: 774871
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.