Financial Advisers

It has long been impossible for every adviser to be expert in every field of financial planning. This is no different to those other professionals in the fields of law and taxation.

With this in mind John Morton Associates is increasingly regarded as the specialist of choice to assist other financial planning practices in the complex area of individual pension scheme transfers and company pension scheme wind ups.

The other main areas we are asked to help with are those related to trustee investments and estate planning where the circumstances require the combination of tax planning and investment expertise.

At all times we fully respect the relationship that you have with your clients and we like to work very closely with you, arranging client visits where appropriate.