Invest for the future

Planning investing for retirement • Advice on options for retirement • Investing a lump sum • Inheritance tax planning

Need financial advice?

You may have decided on why to invest. You may now want to think why invest with Morris Shapland Financial Services Ltd. Here are a few reasons:

  • We are a leading Financial Adviser in Devon.
  • We manage monies for private clients, charities, trusts and corporate clients and we continue to focus on delivering investment performance on behalf of our clients
  • We’ve been building up our knowledge and skills for more than 25 years.
  • We have been running portfolios for investors since 1997.
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We have flexible investment solutions

  •  We don’t tie ourselves to a ‘house style’ that dictates how clients should
  • Our investment specialists make their decisions, based on their own views and skills and work with a range of fund managers and investment houses.
  • We are committed to long term success.

Our practice is committed to North Devon and the wider South West region and securing the financial goals of our clients going forward.

Looking to invest

Contact us about financial advice if you have cash, pensions or investments.

Mortgage Advice

We research and provide full advice from a wide range of mortgage products and providers.

Specialist Borrowing

We offer advice on commercial, holiday let, equity release and development finance.