Crosbie Carr Morris - Bespoke Financial Solutions

Crosbie Carr Morris
bespoke financial solutions

Planning Futures

Do you have questions about investments, taxes, retirement, and/or estate planning? Since 1992, Diane Carr Morris has helped create financial plans and portfolios to help clients find solutions to their individual, long-term financial goals. Diane would be glad to help you, too.

A Bespoke Approach

  • No two clients are alike, nor are individual clients' long-term financial objectives alike - so why do so many companies try to offer the same process of solving financial issues to individuals with many different needs and varying degrees of financial interest, acumen and organisation? We begin by listening to you tell us what you need, what you have and what you want to achieve. Then we begin the process of developing an entirely bespoke strategy to help you accumulate sufficient wealth in later life to enjoy the lifestyle you desire.

Affordable Advice

  • It is essential that advice is affordable. We offer an initial consultation at no charge to help clients decide whether they will require professional financial advice. Our fees are designed to allow our clients to easily afford the bespoke advice and service commitments we feel are necessary for successful results. Our typical fees for certain levels of investment are published on our site but can be lower or higher, according to the level of work undertaken; therefore, we will always discuss and agree our fees with you before charging for advice.

Our Team - TBA

Contact Us

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Crosbie Carr Morris

104/2 St Stephen Street Edinburgh EH3 5AQ

0131 2609563 / 07770 210279

Hours - Flexible

Monday - Friday: 11am - 7pm

Saturday - Sunday: By appointment