Morenti Wealth Partners has officially launched today, 6th May 2025.
Principal Partner, Chris Bourne, commented on the long-awaited unveiling of the new brand: “It feels like we’ve been planning this for ages, so it’s great to finally see our vision come to life.”
Morenti Wealth Partners specialises in pre and post retirement planning, with a specific focus on tax mitigation strategies. Client plans are all developed using advanced cashflow modelling software to inform of the most efficient strategy for meeting their goals.
“Our mission is to put the strategy first, and the sale of financial products second.” says Bourne. “Instead of gearing all interactions towards selling a pension, or ISA, or other vehicle, we aim to answer the big questions clients have like ‘have I got enough?’ and ‘what is the best way of withdrawing my money so I pay the least amount of tax?’. I have been a long-time advocate and user of Voyant, and it has helped me achieve this aim for many clients over the years.”
Morenti will also look to build a team of advisers and experts from different backgrounds, rather than just advice, to create a range of complementary skills, experience and knowledge.
“We are looking for experienced individuals to grow our team from fields like fund management, and even non-financial services backgrounds, rather than just people who’ve spent their whole careers in advice. We feel that having a broader knowledge base like this will enable us to give better advice to our clients, and ultimately drive better outcomes.” added Bourne.
The business, which is a trading style of Burgess and Lee Ltd, a Bournemouth based IFA established over 30 years ago, will be based at 55 Colmore Row, Birmingham, in the heart of the city’s business district.
“With my YouTube channel reaching people all over the UK and driving the majority of new enquiries, operating from Birmingham city centre made sense for us. It’s right in the middle of the country and connects to all areas very well by road or rail, with two major train stations (New Street and Snow Hill) in the centre.” Bourne went onto say.
Anybody wishing to enquire with Morenti Wealth Partners can do so by visiting the contact section of the website, emailing hello@morentiwealth.co.uk or calling 0121 740 0847.
