How We Work

Morfitt & Turnbull (MS) Ltd are a financial adviser, and deal with investments, pensions and life assurance. All enquiries are dealt with by competent and qualified persons. We represent over 100 different financial institutions but are not allied or contracted to any one insurance company or investment house.

Morfitt & Turnbull (MS) Ltd work exclusively to find the best arrangements for our clients. Morfitt & Turnbull (MS) Ltd recommend an initial discussion to determine which is the most suitable route for you.

Free personal visits can be arranged at your convenience, irrespective of location, where Morfitt & Turnbull can undertake to produce a financial report, clarifying the client’s requirements as necessary.

Despite Morfitt & Turnbull’s northern location we have many clients throughout the UK, particularly around the London area and further south, our advisors are not compromised by distance or location.

Following the initial review many clients are comfortable maintaining contact with Morfitt & Turnbull and their financial affairs over the phone or using the internet and email, without recourse to regular face to face meetings.

However, if portfolio changes are required clients initially convey their thoughts over the phone, and if more detail is required, or the answers are not straight forward, a personal meeting will be arranged.