We are Financial Planning and Wealth Management specialists, with a particular emphasis on Investments & Savings, Retirement Planning, Family and Business Protection and Tax Mitigation.

We are based in Welwyn Garden City, Hertfordshire, and we look after individuals, families and small to medium-sized businesses throughout the UK and overseas; with the majority of our clients in London and the South East of England.

We work to the highest professional standards, and place a comprehensive understanding of our clients’ needs and wishes at the top of our priorities.

A relationship of trust between ourselves and our clients is vital to us; and an in-depth awareness of their hopes and aspirations means that the advice that we provide will generate solutions to meet their needs and those of their families or employees.

We hope that this website is of interest and useful for you. Please Contact us so we can start to provide you with a customised and bespoke service to meet your needs.

Tony Morris FRSA Dip PFS Certs CII (MP & ER)
Principal of Marquis Wealth Management LLP
Partner Practice of St. James's Place Wealth Management