Testimonials

“We have been a client of Edward and Morris Financial Planning for many years now and have been very pleased with the advice we have received.  Edward takes a professional and impartial approach and was very thorough in building up a detailed picture of our existing financial situation.  Edward identified gaps in our portfolio and came up with a plan to build and strengthen our financial future boosting with long term pension planning and shorter term solutions to support our children’s future.  An annual review is provided by Edward and is very useful to identify ever changing needs and Edward is always willing to explain in simple terms what options best suit our needs.  We wouldn’t hesitate to recommend Morris Financial Planning to anyone in need of independent financial advice.”

- Mr & Mrs M, Leeds


“My Wife and I have been taking financial advice from Morris Financial planning for over 10 year. My choice was not taken lightly they came highly recommended not only is Mr Morris the most pleasant and upright person one could wish to meet, but he has all the qualifications and experience one could wish for. I would have no hesitation in personally recommending him as your IFA I am sure like me you will not regret using their services.”

- Mr B, Leeds


“There is little doubt in our minds that when dealing with Financial Advisors there are three main priorities i.e. honesty, integrity and professionalism, Morris Financial Planning from my many years of experience of association with them score very highly on all counts. Ed and his team have through tough financial turbulence managed our investments all of which have achieved optimum returns. Navigation through complicated financial issues have always been explained thoroughly at review meetings.”

- Mr & Mrs E, Bradford


“Edward, had been a financial advisor to both my mother and I for a number of years before he branched out on his own. He had always provided sound, courteous and friendly advice so we had no qualms staying with him when he set up Morris Financial Planning.  When I married, my husband was more "au fait" with the property market and somewhat sceptical of the investment market. However, Edwards’s professional attitude and sound financial advice, quickly convinced him that a diversified portfolio of both the property and investment market was the way forward and Edward has continued to provide sterling advice. Furthermore when my mother died, Edward not only provided excellent financial advice, he also provided a friendly, caring and supportive sounding board, on a more personal yet professional basis. We had no qualms in recommending Edward to our best friends, what better commendation can there be than that.”

- Mrs W, Darlington


“Ed has been my financial advisor since 1996 when interest rates on savings in building society accounts were pretty low, as they are now.  I was looking for another way to make my savings grow but other than standard investments, didn’t know what options were out there.  I was impressed with Ed’s knowledge and how he was keen to match my attitude to risk with the right kind of investment for my circumstances and how that risk could be spread to avoid wide fluctuations in returns.  Despite stock market volatility over the last two decades the investments Ed recommended have outperformed traditional savings held in building society accounts and the nest egg I built up meant I could retire comfortably two years earlier than I had originally planned. I trust Ed to look after my investments, to regularly review their performance and to make any recommendations and I can relax, knowing that my savings are being actively managed.”

- Mr S, Barnsley


“I have been with Ed Morris now for some years.   What does he give and why do I stay?   He gives total concentration to the client he is with.   He makes sure he understands any 'hangups' or prohibitions that you have.  He is always courteous, always patient, and always ready to help.  His fee system seems to be open and easy to understand.   For someone like me, elderly, now single and trying to maintain some independence he is the answer.”

- Mrs F, Leeds


“Morris financial planning have been our financial advisors since October 2011 and we have always found them friendly, accessible and expert in our dealings with them. Their selection of funds for our ISAs and pension plans have been both simple to understand, easy to invest in and very profitable. They have always been available for the smallest query and take the time and trouble to deal personally with any queries and issues we may have. Our accounts are managed personally by Ed Morris and during our meetings his knowledge of tax and investment matters has always been specifically tailored to our needs, Through his efforts and expertise we have what we consider to be a bright and profitable future. In this day and age when everything seems so complex it is good to do business with people who “make things easy and simple for their customers. We have no hesitation in recommending them to anyone and hope that our association continues well into the future.”

- Mr & Mrs S, Sheffield


“It is a pleasure to have Morris Financial Planning looking after our financial planning.  We have received sound advice and Edward and his staff are diligent, trustworthy, courteous and attentive.  It is great to be able to pick up the phone, speak directly to a familiar voice, and be confident that any action required will proceed promptly.”

- Mr & Mrs T, Gainsborough


“Before the services of Morris Financial Planning Limited were recommended to me I already had a so-called "Financial Adviser". This "adviser" gave me no advice, produced no reports, didn't review my investments but merely agreed with the financial decisions I had made myself. What a refreshing change to find someone like Ed Morris who actually cares about his clients and strives to get the best results for them within their risk profile. To know that my portfolio is being pro-actively and carefully managed is a great comfort. Ed Morris has produced consistently good results for me over the years and I have no hesitation in recommending him and his able team.”

- Mr P, London


“We have been clients of Morris Financial services since Edward set up the business and have had sound advice on our financial affairs ever since. We appreciate getting regular updates when there are changes which need explanation, and find our review meetings are a useful discipline to make us re-evaluate our situation on a regular basis.”

- Mr & Mrs D P, Barnard Castle


“Ed gives us the confidence that our personal and business interests are being professionally managed throughout the year. Any enquiries are always dealt with quickly and courteously showing he has an in-depth knowledge of our business and investments.”

- Mr & Mrs R P, Barnard Castle


“Ed Morris has been our adviser for several years, we have found him to be consistent and professional in his approach to handling of our investment portfolio, whilst friendly and objective in terms of advising the most efficient routes to achieve our long term goals.

“We would highly recommend Ed and his team, without hesitation.”

- Mr & Mrs O, Wakefield


“We have had the benefit of sound financial advice and investment planning with Edward since he formed Morris Financial Planning in 2011.  We are concerned that in the modern day with many investment avenues available that we are given concise analysis of our portfolio performance against others in the marketplace.  In conjunction with EMFP, we are able to make changes easily and cost effectively which maximise our returns within our risk profile and can be confident that our investments are being looked after proactively as they are continually monitored every quarter and reasoned advice given as to changes to be made to improve their performance.”

- Mr & Mrs F, Grimsby


"We have been clients of Edward Morris for over 20 years. He has dealt with our financial matters and we have always found him to be very thorough, researches everything on our behalf and we are very satisfied with the management of our accounts and investments. He is a good listener and advisor, and we have full confidence in him and in his company.”

- Mr & Mrs M, Sheffield


“Edward Morris, Director of Morris Financial Planning Ltd has advised me over the past few years on various financial aspects and I have found his knowledge on pensions, investments and other financial matters to be first class. The professionalism, honesty and integrity which I have received from Ed and his team gives me the reassurance that they are truly focused on my needs, circumstances and preferences. Financial planning for the future can be a mine field, but with Ed’s guidance and understanding of my requirements and expectations, I have full confidence in his advice in managing my financial affairs. The efficiency of the service is outstanding and I have no hesitation in recommending the service to friends, family and colleagues”

- Mr M, Sheffield


“We have used the services of Edward Morris for 18 years. We have been extremely satisfied with the customer service and sound financial planning advice we have received. This has allowed us to build up a an investment portfolio to enhance our retirement plans and build a strong financial future for our family” 

- Mr & Mrs O, Hebden Bridge


"I have found Edward Morris and his team to be the ultimate professionals. The team have clarified our vision for our financial future and broken this down into short term and medium/long term equity growth goals. Saving was not something we ever considered before but we know feel that our money is in safe hands. I would have no hesitation in recommending Morris Financial Planning to anyone."

- Mr & Mrs B, Harrogate


“We have been with Edward for the last 4 years and have always found him to be professional and dedicated to doing the right thing for us.  He is always contactable, approachable and friendly but above all focussed on you as an individual and ensuring he and his staff do the best for you.”

- Mr & Mrs L, Leeds


“I have been a client of Edward's for a long time now, and have always found him to be professional, open, diligent and trustworthy. I trust him fully with the running of my pension and ISA money, and with the quarterly updates I have more than enough detail to be well informed. I have no hesitation in recommending him to others.”

- Mr B, Maldon


“Under the leadership of Edward, its Director, Morris Financial Planning, has more than kept pace with my requirements in an ever changing, and complex market place. My portfolio is consistently above the benchmark for the industry. Computer based analytical technology is one of the corner stones of the system used by Morris financial planning when planning your portfolio. This, coupled with the Chief Executives wide and varied knowledge of the options available for investment allows him to discuss with you all the possible alternatives which meet your needs. The key features of the various proposals are always discussed in detail.”

- Mr B, Leeds


“I have used Morris Financial Planning for many years to manage my investments after Ed Morris was recommended to me by one of my friends.  Over the period I have had a very successful portfolio. I trust Ed Morris's judgement and am happy to rely on his expertise with my investments and how and when they are switched to improve growth. Financial advice is available at any time, however, I have a yearly personal meeting for updated information. This is presented in an understandable format and has proved to be very reassuring. I have no hesitation in recommending Ed Morris and Morris Financial Planning.”

- Mrs H, Chesterfield


“To Morris Financial Planning,

Dear Mr. Morris , as long standing clients of yours we would like you to know that we are more than satisfied with the way you look after our hard earned finances.  You have given us sound advice and planning for our future. We would recommend you to anybody,

thank you.”

- Mr & Mrs C, Leeds


“I first benefitted from Edward's advice many years ago, having met him through my father, and eventually put my entire portfolio under his care.  I haven't regretted it, his knowledge of his field is extensive, allowing him to react to market changes very quickly, and unlike other agency's I've tried, I always feel my best interests are at the fore-front of everything he does.”

- Miss L, Sutton