About us

At Morris Shapland Financial Services Ltd we have endeavoured to recruit and retain people of high integrity. Our advisers take part in ongoing continuous professional development and training to ensure that they are appropriately skilled and competent.

Our company was formed in 1997 by founder Director Stephen Morris. We advise to a wide range of private clients, corporate clients, trusts and charities from our riverside office premises at:

Morris Shapland Financial Services Ltd
New Road
EX39 2BD

Registered in England Number: 07696691.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:


Our people are vital to our success

Our highly skilled team members are experts at what they do, and strive to maintain the highest level of qualification and ongoing level of professional development.

In the community

We have a strong set of roots in the community with most of our team actively involved in local clubs and societies

Doing our bit for charity

Over the years the company has proudly supported Devon Wildlife Trust, Macmillian Cancer Research, Race for Life, Devon Air Ambulance, Tommys, Marie Curie Cancer Care, North Devon Hospice, CHSW and The Children’s Holiday Foundation.

Our history

Dating back to 1993, we’ve plotted out a timeline of milestones and achievements that makes us what we are today.