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Who we are

Morton Parker is a firm of Independent Financial Advisers.

Our origins can be traced back to 1997 and despite the firm’s young age our advisers have over 70 years’ experience in the financial services industry. Our independence means that we are free to choose from the entire marketplace in delivering unique and innovative solutions for individuals and businesses alike.

What we do

We deliver unbiased advice.

Driven solely by considerations of value for money, fitness for purpose and client need. Always accessible, we’re enthusiastic about what we do and aim to form life-long relationships with our clients because we deal in their future security and prosperity. Throughout all our dealings our company motto ‘honesty, integrity and trust’ is at the forefront of our minds, which we believe to be vitally important in the current economic climate and given recent investment company failures.

How we do it

Focusing on the whole picture.

We work for you. We work hard to help you understand your finances and how they fit into your life. Our approach is all-encompassing. We review your existing portfolio where you have one and assess it against a deeper financial plan that best meets your long-term objectives.

The process of getting to know you forms the beginning of a long and effective relationship. We establish your circumstances and situation, your aims and aspirations and your tolerance for risk. Only then can we formulate a strategy that is positioned to deliver. Taking the time to explain things is crucial. You should understand your options and feel confident you are making the right choices

Careers

Are you an Independent Financial Adviser? Would you like to use your professional knowledge to serve our clients to the best of your abilities? Then you are the perfect fit for our company. We are currently recruiting!


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