Morrinson Wealth Management - London - London

Address: 1st Floor, Morrinson Wealth Management - London, 30 Lombard St, London EC3V 9BQ.
Phone: 02075165775.
Website: morrinsonwealth.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

Location of Morrinson Wealth Management - London

02075165775

Morrison Wealth Management - London is a financial planning firm located in the heart of London, specifically at 30 Lombard St, London EC3V 9BQ. The company's accessibility is one of its notable features, as it has a wheelchair-accessible entrance and toilet facilities, making it convenient for people with disabilities.

The firm's phone number is 02075165775, and their website is morrinsonwealth.co.uk. The website is informative and easy to navigate, providing potential clients with a comprehensive understanding of the company's services and values. It is worth noting that Morrison Wealth Management has received 15 reviews on Google My Business, with an impressive average rating of 5/5, which speaks volumes about the quality of their services.

Morrison Wealth Management specializes in financial planning, offering expert advice and tailored solutions to help clients achieve their financial goals. Their team of experienced professionals understands the complexities of financial planning and works closely with clients to develop a personalized plan that meets their unique needs.

The firm's central London location makes it easily accessible for clients from all over the city. Its proximity to major transportation hubs, including London Bridge and Bank stations, means that clients can reach the office with ease, whether they are coming from near or far.

When searching for a financial planning firm, it is essential to consider several factors, including the firm's expertise, location, and accessibility. Morrison Wealth Management ticks all the boxes, with a team of experienced financial planners, a convenient central London location, and wheelchair accessibility.

Reviews of Morrinson Wealth Management - London

Morrinson Wealth Management - London - London

Elaine Mayle

5/5

What were the circumstances that caused you to look for a financial adviser?

My pensions were in a variety of holdings and as I approached retirement age I was keen to know the money wisely invested for my future

How did Nick Dunne help you?

I have been very happy with the information and advice I have received from Nick and would be very happy to recommend him to anyone who like me is an unsophisticated investor and relies on the sound judgement and recommendation of others

Have you seen the outcome you were hoping for?

Yes I believe the investments are performing well against other comparable risk portfolios

What could they have done better?

I have no suggestions here. I have been very well looked after.

susan featherston

5/5

Adam and his team helped me with finding a mortgage for my daughter's first purchase.

Adam was so helpful and knowledgeable. He immediately understood the frustrating position we were in as it was an ex local authority property. He assured me that he had experience of helping people in our situation where other brokers had failed. I felt I was able to trust him and his team as they were so professional and friendly.

They did everything they could. The only thing which took time was waiting for the lenders to respond.
We have now secured a great mortgage deal and my daughter will be moving in to her new flat soon.

I would highly recommend Morrinson Wealth for securing a mortgage.

paul broadberry

5/5

What were the circumstances that caused you to look for a financial adviser?

I am busy building my business and didn't have the time or, to be honest, the expertise to manage my own investment portfolio hence looking at utilising a financial advisor.

How did Sajan Chugani help you?

Sajan really helped clarify my financial objectives, bring the variety of pensions and investments I already had together and place them into markets/portfolios I was keen to invest in for maximum return.

Have you seen the outcome you were hoping for?

Yes, I am happy with the results so far.

What could they have done better?

Nothing really, Sajan offers a very personable and professional service that I would thoroughly recommend.

Ben McEwen

5/5

I wanted to take control of my financial future. Tom was great at explaining the options available and the ways available for me to proactively sweat my assets. It is very early days, but indications are positive already, I'm pleased with progress to date - would thoroughly recommend!

Ali Calder

5/5

Tom is super friendly, and always takes time to explain the options and talk through possible outcomes.
I have been working with him for around a year consolidating various pensions and planning for the future, and I’ve already referred several friends so they can do the same.
If you need clear advice from someone you can trust I would definitely recommend a conversation with Tom.

John Zeffertt

5/5

What were the circumstances that caused you to look for a financial adviser?

Impending retirement and the need to rationalise and consolidate various financial plans including pensions

How did Sajan Chugani help you?

By explaining the options and the benefits as well as the various risk profiles

Have you seen the outcome you were hoping for?

Absolutely bearing in mind the turmoil globally and nationally of the recent 2 years

Sid Hardy

5/5

I am approaching retirement age and had a number of pensions from previous employments. To guarantee I was well set for a comfortable retirement I felt it was a good idea to get some informed advice and I have certainly received that from Sajan

My investments are doing well and the advice I've received has allowed me to plan a comfortable future for myself and my family

Marta Strejczyk

5/5

Did we just buy a house Yes - we did! It really felt like the easiest process ever thanks to Jordan Grey. He was an absolute pleasure to work with. He explained everything so well and look after us throughout the whole process! We can't thank him enough. Highly recommend this company - especially Jordan Grey!