Chris Morfitt Financial Planning Ltd

Associate Partner Practice of St. James's Place Wealth Management

Mortgage calculator

Use our simple mortgage calculator to see how much you could potentially borrow.

Inheritance Tax

Have you ever tried to estimate how much IHT is liable on your estate?

Life assurance

Life assurance can ensure your family is financially protected in the events of unexpected death, critical illness or disability.

Key Person

The unexpected departure of a key member can have adverse and far reaching consequences for any business.

Share Purchase

On the death of a shareholder or Partner, ensure the remaining members of the business and family of the deceased end up with what they want.

Relevant Life Plan

A Relevant Life Plan is a way of providing a lump sum benefit on the death of an employee.