Morwenna is a Chartered fellow of the Chartered Institute for Securities and Investment and has been designing financial solutions for clients for over 30 years. Morwenna attained the internationally recognised designation Certified Financial Planner (“CFP”) over 20 years ago, being only the 4th person in Wales to do so. Morwenna’s clients have all been personally introduced to her by other clients and their professional connections, the ultimate testimonial.
Morwenna is not taking on any new clients, however she is still actively helping clients with matters such as family succession, liaising with other professionals such as lawyers and accountants while supporting Christian and Amanda with her encyclopaedic professional knowledge.
Expertise
- Financial Planning
- Retirement Planning
- Tax Efficient Investing
- Financial Protection
- Wills & Trusts
- IHT Planning
