Contact us   telephone (01455) 291 538

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Welcome

Welcome


Morton Wilson is a well established independent practice offering highly personalised and professional financial planning and wealth management services to individuals and families. We believe that all individuals who truly care about securing their financial future deserve an expert and impartial team of advisers to work alongside them over the longer term to offer the best chance of success. Morton Wilson is an Accredited Financial Planning Firm.

Welcome to Morton Wilson. We believe that all individuals who care about securing their financial future deserve an expert and impartial team of advisers to work alongside them over the longer term to offer the best chance of success.

Long Term Growth

Long Term Growth


At Morton Wilson we do not believe in quick fixes - our philosophy is that our relationships with clients, our evidence based approach to investment and our commitment to service should be sustainable and long term in nature.

At Morton Wilson we do not believe in quick fixes - our philosophy is that our relationships with clients, our evidence based approach to investment and our commitment to service should be sustainable and long term in nature.

Focus On You

Focus On You


Whilst elements of our business require a robust structure, our clients relationships are highly personalised and we pride ourselves on ensuring all clients enjoy a high quality service tailored to their individual needs.

Whilst elements of our business require a robust structure, our clients relationships are highly personalised and we pride ourselves on ensuring all clients enjoy a high quality service tailored to their individual needs.

Uncertainty is certain!

Uncertainty is certain!


We do not know what the future holds nor do we make predictions about it. Instead we help our clients to make sensible assumptions about the future and lay down robust foundations. This ensures risks are understood and managed to provide the best chance of achieving long term lifestyle objectives.

We do not know what the future holds nor do we make predictions. We help our clients to make sensible assumptions about the future and lay down a robust strategy. This ensures risks are managed to provide the best chance of achieving long term lifestyle objectives.

Take a second opinion?

Take a second opinion?


We feel that everybody deserves the opportunity to have good quality impartial advice tailored to their personal needs. We offer a second opinion service, without any obligation, to those who want to health check their current arrangements.

We feel that everybody deserves the opportunity to have good quality impartial advice tailored to their personal needs. We offer a second opinion service, without any obligation, to those who want to health check their current arrangements.

Welcome Long Term Growth Focus On You Uncertainty is certain! Take a second opinion?

Contact us   telephone (01455) 291 538

About You

About You

Whilst we work with clients that come from a wide range of backgrounds, our clients do have many common characteristics.

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Our Approach

Our Approach

One of our primary objectives is to protect your wealth against the damaging effects of inflation over the long term.

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Second Opinion

Second Opinion

We are passionate about financial planning and the value that it can provide and feel that more people should benefit.

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We feel that part of our role is to make the seemingly complex - straightforward. We work hard to ensure that our clients have a clear understanding of their progress towards their long term lifestyle objectives.

We feel that part of our role is to make the seemingly complex - straightforward. We work hard to ensure that our clients have a clear understanding of their progress towards their long term lifestyle objectives.