At The Morley Davies Partnership we are proud of our philosophy that no client is too big or too small. Our clients range from companies and individuals who are household names to smaller businesses and individuals perhaps not so well known.
Group Pensions and other corporate benefits are a speciality but it doesn’t end there. Inheritance Tax planning, investments and mortgages are also an integral part of our service.
Many of our client relationships go back over twenty five years and, of course, now encompass the next generation.
Perhaps the most significant feature of the Practice is that over 90% of our business comes either from existing clients or their friends and associates to whom we have been recommended.
Principal Adviser of The Morley Davies Partnership and
Senior Partner Practice of St. James's Place Wealth Management
Your home may be repossessed if you do not keep up repayments on your mortgage.