About Us

Morley Fordham are financial advisers based in South East England. We provide advice to both individuals and companies on all aspects of financial planning.

We are unbiased, Independent Financial Advisers and so our recommendations will be based on a comprehensirve and fair anaysis of the market, unlike Restricted advisers who only offer advice on limited types of products, or products from one company or a limited number of companies. Morley Fordham are therefore able to offer advice on the broadest available range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning* or simply reducing the cost of your existing cover, we each have more than 20 years of experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a financial review which can take place over the phone, by video conference or at a convenient time and location. A review can either start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review or you can start by asking about the subject you wish to discuss with us..

We will fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.

Many of our clients come to us without any idea of what they need, other than that they feel their finances are in need of professional scrutiny to make sure they're doing everything they can to maximise their investments and minimise their expenses. Often our first conversation will reveal areas requiring attention besides the reason for your original call.

We fully disclose our adviser charges for retail investment products in an open and transparent manner. For mortgages we typically charge a fee, whereas for insurance business we are normally just paid commission from the lender.

* THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING

Why Choose Us?

We hope you'll decide to use us to help you with your financial planning and investments for the reasons above and also because:

• We have access to powerful research software packages.
• We are not limited in the range of mortgages we search when sourcing your loan.
• Our experience allows us to advise on aspects of financial services not always covered elsewhere and not always obvious to the layman, for example, quality of service, speed of processing, flexibility of underwriting.
• We will deal with you by video link as well as the other normal channels.
• We are good at this.