Jean-Michel Morelli

Jean-Michel Morelli

Financial Planner - DipPFS

Jean-Michel joined Sanlam Arete Financial Planning in 2019.

He holds advanced tax qualifications in addition to his financial services specialism of pension and investment advice. His expertise lies in helping business owners, senior executives and their families on all aspects of financial planning.

A key focus for Jean-Michel is adding real value to his clients’ situation and improving their lives.  He believes that the most important aspect of advice is in taking the time to identify individual client circumstances, responsibilities and ambitions. With objectives agreed he can then design and implement a personalised financial plan and continually review this plan to ensure these goals are met. He believes that successful investment management requires creativity, conviction, accountability and transparency.

In his spare time, Jean-Michel is a keen runner and swimmer.

Arete Financial Planning
Paul Harsum
Paul Harsum
FPFS Chartered Adviser, Fellow of the Personal Finance Society & European Planner
View profile
Nick Cotter
Nick Cotter
Chartered Financial Planner - APFS
View profile
Jean-Michel Morelli
Jean-Michel Morelli
Financial Planner - DipPFS
View profile
Lanre Oyebanjo
Lanre Oyebanjo
Financial Planner - DipPFS
View profile
Anita Rickwood
Anita Rickwood
Head of Client Services
View profile
Pretti Makwana
Pretti Makwana
Business & Advice Co-ordinator
View profile

Please navigate to a service or product page and add the document to your brochure to continue.

Back
Name your brochure
Your details
Thank you!

Your brochure is on its way.

Brochure Confirmation - your brochure is on its way.

We hope you find this useful.

The value of investments and any income from them can fall and you may get back less than you invested.