Financial Relationships LLP is a firm of financial advisers based in London, founded in 2008. Managing Partner, Alex Morris was one of the founding partners. We have many years of experience in providing advice to both individuals and companies on all aspects of their financial planning, through a long term approach based on fully understanding our clients’ needs, wants and aspirations and then prioritising their objectives.
As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning (Please note: inheritance tax planning is not regulated by the FCA) or simply reducing costs, we consistently find the most appropriate solution to meet our clients’ needs.
We provide advice and help following a personal / business financial review which takes place at a convenient time and place. Usually a review will start with a very broad discussion of our client’s concerns and aspirations, before moving on to an in depth discussion and thorough analysis.
Following our initial review, we will take time to consider our client’s situation, needs, priorities and agree a basis for our remuneration with our client before writing a detailed financial report. We will normally discuss our report with our client face to face in a follow up meeting during which we will fully explain our recommendations and agree affordable priorities to help achieve our client’s objectives.
Our charges are usually based on an hourly rate but can be agreed as a fixed amount for specific advice or as a percentage of investment. The actual amount you will pay depends on the service provided to you. Full details will be provided before we proceed. If you require ongoing advice and reviews we have different levels of services which we will agree with you before commencing work.