“Kevin Morrison has done a great job and in fact has become a friend! Putting me into tax mitigating EIS and VCT’s was a very good option and financially astute!”

“I only have praise for him, if Kevin is not available when I phone him I know he will ring me back a.s.a.p. His advice is outstanding and I trust him 100%”

“Kevin continues to provide a first class service. We are always confident he is acting in our best interests and look froward to working with him in the future. Thank you.”

“I have known my advisor for approximately 9 years and prior to his current independent role. We have a good relationship with him and rely on his all-round advice in financial matters. I have put him in touch with friends and family.”

“We have been a client of Kevin for many years, and we have total confidence that he acts in our best interests. We have found Kevin to have an excellent knowledge of the industry.”

“Kevin is always prompt in his replies, which are always helpful. He is always accountable and always thinking of what is best for us”



“I am extremely satisfied with the service and advice I receive from my financial advisor.”

“I find Kevin a very easy chap to understand and he also understands my wants and needs.”

“Kevin was extremely knowledgeable with regard the subject matter. His delivery of the Key Facts relating to the product gave me every confidence that I was making the right decision. I look forward to our annual meetings and on-going financial planning and would recommend his services to others.”

“Kevin has become a trusted family friend in whom we have complete confidence.”

“Kevin Morrison was very thorough and informative. Explained everything and answered any questions I had.”

“From the start explanations were full and clear giving me confidence in the product and the company. The adviser was clearly considering my needs throughout.”


award-professional adviser awardsaward-financial innovation awardsaward-money marketing

award-cornwall businessBBAILPMAcyber essentials