| Providing a personal service, through a close and enduring partnership; striving for security and peace of mind. |
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Differentiation
There are three issues which differentiate Morton-Wilson positively from other financial advisers:
Limited Client Numbers
Morton-Wilson is structured to provide a wealth management service to a limited number of high net worth individuals. By design, we act for a relatively small number of clients, seeking to build close and long term relationships with each one.
We deliberately limit our intake to around two clients each month in order to provide the time necessary to fully understand each person’s situation and objectives. We aim to ensure that you will have the greatest probability of benefiting from our services over the long term. Once we have reached the ideal number of clients, our marketing will be limited to maintaining this balance.
Fee Only Service
We believe that our service creates significant value for our clients, and therefore our pricing structure is based around the value we deliver, not the time we spend on providing services.
We will outline our fee structure during the Discovery Meeting, but no commitment is required from you until our third meeting, the Mutual Commitment Meeting. This allows both you and us to decide if value can be delivered through our ongoing service.
Strategic Adviser Panel
The core services of asset allocation, portfolio management and financial planning are carried out by Morton-Wilson: however we maintain strategic alliances with highly qualified professionals to advise you in matters of trust and estate planning, and personal tax planning, as required.
We also maintain alliances with other specialists to advise you on matters such as mortgages, protection insurance and annuities if and when required.