Morrison Personalised Wealth Management Ltd
80 Avontoun Park
Linlithgow
EH49 6QQ
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
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CHARTERED - FELLOW Independent, impartial, transparent.
Together we find out what your concerns are and how to create peace of mind and security for your financial future.
I have been advising private client families and small family businesses for over 15 years and am passionate about what I do.
Client feedback conveys that I am client-centric, knowledgeable and that I can relate to and convey information to clients in a relaxed, approachable, easy-to-understand manner. My business is about long-term client relationships.
My business is supported by an award winning Network team for your peace of mind and business security.
I'm a Chartered level adviser with two professional bodies and also a Fellow with two professional bodies (Chartered Insurance Institute and the Chartered Institute for Securities and Investments) in addition to holding specialist, profession-leading qualifications through the Society of Trust and Estate Practitioners and the Institute of Financial Planning.
Outside of work I am the Director of Youth Rugby at Linlithgow Rugby Club, am a Member of MENSA and a keen Sci-Fi geek! My personal time is devoted to my two boys and my wife Helen who works at the Helix, Falkirk (Kelpies).
Morrison Personalised Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority.
Company Registered in Scotland, SC541701.
Registered address: 80 Avontoun Park, Linlithgow, EH49 6QQ.
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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.