Morley James Asset Management

Here at Morley James Asset Management, we will help you to build your wealth, protect it, and pass it on to future generations.

We provide independent advice and services to high-net worth individuals to help them capitalise on their assets, protecting, growing and maximizing the tax-efficiency of your assets.

Financial Times
Top 100 IFAs 2018!

Pensions and Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?

Wealth Management

It's important to me to preserve my wealth. I need to make sure my assets are protected against potential threats and also that I'm making the most of any tax benefits.

Manage Investments

My income is my priority. I want to make sure my investments are generating as much as possible. Will my investments and income keep up with inflation?

Estate Planning

In order to maximise what I pass onto my family I need to find out more about estate planning, inheritance tax, wills and trusts and how to minimise my tax liability.

Get in Touch

James Morley-Cotterell BA (Hons), DipFA

Avon House, 435 Stratford Road, Shirley, Birmingham B90 4AA

0121 746 3139

07802 290033