MORTON-WILSON ASSOCIATES LTD
INDEPENDENT FINANCIAL ADVISERS
Carefully crafting a simple financial plan with a flexible structure.
Bespoke to you, your life, and your aspirations.
Meet the Team
Established in 2000, and set in the heart of the Shropshire countryside, Morton-Wilson Associates Ltd is a regulated independent financial advice company.
Simple personal planning
Our Story
Our story starts with a visionary of financial planning in the UK. Stewart Jones was born a farmer, but a brilliant brain led him from growing champion leeks to the world of financial planning, and he found himself running the Country Gentleman's Association - offering advice and guidance on financial, legal, and insurance matters. At that time the CGA had 13 offices around the UK, and Stewart was unable to do the part that he loved - helping members with their personal financial planning requirements.
So he took a bold step sideways, and set up his own financial planning practice - naming it after two of his family names - Morton and Wilson.
Services
We offer financial advice to individuals, families, and trusts. We specialise in advice, guidance, and planning regarding your pensions, savings, investments, estates, and tax.
Control
We believe everyone should feel in control of their own personal finances, and we play our part by working alongside you. From advice when you need it, to answers when you are unsure.
Reassurance
Your financial plan should reflect you, your views, and your timescales. Our part is simply to help you understand your options, so that you feel reassured that you know what your finances are doing, and why.
Guidance
When your goals change, your financial planning should too. We offer guidance to ensure your plan stays flexible, supportive, and aligned to you.
From little acorns, giant oak trees grow
CONTACT
The Stables, Chatford Farm, Chatford, Bayston Hill, Shrewsbury
SY3 0AY, UK
01743 718 789