Morrell Financial Management

02/06/2026

We all love an office dog!

Meet our Chief Wellbeing Officer, Luca. A firm favourite with clients, as well as staff, Luca provides essential wellbeing services through the need for walks and fuss - getting willing staff some fresh air and exercise, and supporting both physical and mental health.

As a trustee of Pets As Therapy , our Ops Manager, Helen, is very aware of the benefits having an office dog can bring to staff, and is really keen to encourage this.

Luca has been an essential part of the team since 2019 and is working on his agility and behaviour techniques.

18/05/2026

‼️JOB VACANCY‼️

We are delighted to be expanding our team and are now looking for a new colleague. If you have excellent organisational skills, good attention to detail and a passion for delivering great customer service, this could just be the role for you.

The Review Administrator role is key to supporting us to build long lasting, professional and trusted relationships with our clients.

Overview:
20 hours per week
£25,350pa (pro rata)
Office based in DH4 (Shiney Row)

For more information and how to apply:
https://morrellfinancialmanagement.com/review.../

Morrell Financial Management is an independent financial advice firm, established in 2012 by Andrew Morrell. Andrew was joined by his wife, Helen, in 2021 and the firm has grown steadily in the last five years. As Independent Financial Advisers we provide advice on investments, retirement planning,....

12/05/2026

⭐⭐⭐ JOB VACANCY ⭐⭐⭐

We are looking for a new colleague who has excellent organisational skills, good attention to detail and a passion for delivering great customer service.

The Review Administrator role is key to supporting us to build long lasting, professional and trusted relationships with our clients.

Overview:
20 hours per week
£25,350pa (pro rata)
Office based in DH4 (Shiney Row)

For more information and how to apply:
https://morrellfinancialmanagement.com/review-administrator-role/

10/05/2026

We have already introduce a number of our team members, and now we thought we'd mention Helen,

Helen is a Director of Morrell Financial Management and started working alongside husband Andrew in 2021. Helen felt so passionately about the estate planning side of the business that she took this over in 2022 when she set up Morrell Will Services .

Helen is responsible for the day to day management of the business, looking after staff and keeping everyone on track. Helen is very much a people person, something that has been confirmed by the comments of many clients she has brilliant relationships with. Helen also completed a stint in stand up comedy and most definitely brings her humour to the office.

Helen loves to see clients in the office and has a knack for being able to offer the right support at the right time. Caring, compassionate and understanding, she is an all round 'good egg' - and definitely in the right job.

04/05/2026

It's not just our coffee and biscuits that are great, take a look at this 5 star review left on Google:

"Morrell Financial Management is definitely our go-to place for professional and sound financial advice and many other estate associated matters. In the past year we have spoken to the team regarding stocks and shares, wills, trusts and advice on land registry forms. Andrew's knowledge of market conditions gives great reassurance regarding our finances, providing us with increasing confidence every year. Helen has been incredible helping to sort out my late father's estate. This company is highly recommended, with friendly and approachable staff, and great biscuits!"

If you want to find out more about how we can help you, contact us at [email protected] or by calling 0191 385 7295 to arrange a no cost/no obligation appointment with one of our advisors.

Investments carry risk. Their value may fluctuate due to market and currency changes, and you could get back less than you invest. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances.

29/04/2026

Have you met Tom? After working as a paraplanner supporting over 300 clients at a large international organisation, Tom wanted to support people on a more personal level and so made the move to Morrell Financial Management.

Providing bespoke and impartial advice, tailored to individual circumstances, remains top of Tom's list. He specialises in retirement planning, investment planning and personal protection. Keen to further demonstrate his commitment to clients, Tom is working towards Chartered Financial Planner status.

In the meantime, Tom will remain passionate about supporting his clients, and demystifiying the complex world of personal finance.

02/04/2026

Did you know that it is anticipated that pensioners in 2050 could be around 8% worse off than pensioners today?

Recent research estimates that only half of working-age people are investing in private pensions, particularly those who are self-employed. Women, people who earn at the lower end of the scale and some ethnic minority groups are also affected.

It is never too late to start saving for your retirement, and we have experts on hand who can help you map out your financial future. Make an appointment by calling 0191 385 7295 or emailing [email protected].

Investments carry risk. Their value may fluctuate due to market and currency changes, and you could get back less than you invest. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances.

30/03/2026

Have you met Yewande yet? Yewande joined the team in 2023 as an administrator but was quickly promoted to trainee paraplanner. She has 14 years in the financial industry and is a CFA Charter Holder, as well having a Masters Degree in Finance and Managment. Yewande offers support to our financial advisers by preparing reports, undertaking research and ensuring compliance. This allows the advisers to focus more on client relationships and strategic planning.

Yewande is passionate about helping clients achieve their financial goals and enjoys breaking down complex numbers into clear, meaningful solutions. Integrity, empathy and teamwork are all important to Yewande and the phrase 'Teamwork makes the dream work' is a favourite!

We are delighted to have Yewande as part of the team!

26/03/2026

Through conversations with various people out and about, we have discovered that people often don't know what a financial adviser actually does, sometimes confusing what we do with accountants and tax advisers. So, to make sure you know how we can help you, here is a basic run down of what we can do for you...

The first thing to note is that Financial Advisers are regulated by the Financial Conduct Authority. We have strict qualification and conduct standards that we must, and do, meet.

When it comes to what we help with, as independent advisers, we are NOT restricted to certain products or providers. There is no 'best fit' here - unlike restricted advisers we can search the whole of market to find the right product for your specific needs.

At the very heart of it, we help you plan your financial future. We:
- help you think about the long term
- talk about what you want in the future
- look for a way to help you get there (whilst being realistic)
- look at pensions, savings and investments, as well as long term care plans, tax planning, protection and inheritance tax
- provide advice and guidance based on your own personal circumstances

We don't:
- plan/report on day to day budgets and spending
- tell you what you to do
- get involved in tax compliance

Whatever you want for your future there is no better time to start planning than now. You don't have to have a huge savings pot to benefit from good financial advice. Take a look at the graphics to find out more, and then get in touch to book a free initial consultation with one of our advisers.

Investments carry risk. Their value may fluctuate due to market and currency changes, and you could get back less than you invest. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances.

23/03/2026

Next in our 'Meet the Team' series is the lovely Emily, who many of you will have been greeted by when you have contacted or visited the office.

Emily is our Business Admin Apprentice. She aced her interview in 2025 and has been welcoming our clients to the office ever since. Emily is central to keeping the office running smoothly, as well as ensuring that documents are ready, appointments scheduled and updates are communicated. In addition to taking care of our clients, her favourite aspect of the job is making sure that the Wellbeing Officer (Luca) is well looked after!

Emily is hoping to have completed her apprenticeship in the coming months when she will be able to drop the 'apprentice' element of her job title and become a fully fledged Business Administrator. Nearly there, Emily!