MORLAIX - Key Persons
Director, Ged Dixon, has over 30 years experience in Financial Services and is Past Chairman for our professional body, The Personal Finance Society (Plymouth and Cornwall). Ged also sits on the local Council for the Chartered Insurance Institute.
Ged has achieved Chartered Financial Planner status, the gold standard in financial planning.
Ged enjoys spending his time with his wife and two boys taking advantage of the outdoor pursuits Cornwall offers. He also enjoys his role as a football coach, playing golf, tennis and any other sport on offer!
Job Titles:
- Paraplanner and Administrator
Nikki has worked within the Financial Services Industry for the last seventeen years having graduated from the University of the West of England.
Having worked with Ged whilst in an administration role at a previous firm, Nikki then went on to successfully attain the Certificate in Financial Planning from the Personal Finance Society and has been working as a Paraplanner and administrator for the last ten years.
As a qualified Paraplanner her role includes the preparation and implementation of suitability reports, and Nikki works as an integral part of Morlaix Ltd to provide clients with a professional ongoing Financial Planning experience.