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Gary Morris
Gary acts as your ‘financial conscience’. Quite simply he gets people to think about their future, their family’s future and the future of their business – and then helps them plan to achieve their goals.
Gary helps clients to explore where they want to be financially, identify where they are now and get to work on planning to meet the invariable shortfall.
There are many ways to make yourself financially secure in later life, so you don’t have to pin all your hopes on an agency sale sometime in the future that may or may not happen.
As a financial adviser Gary meets with his clients bi-annually to constantly review their planning to ensure that it remains on track to meet their stated financial needs and objectives. These regular meetings coupled with ad-hoc support gives his clients one less considerable thing to think about. He acts as their ‘financial conscience’ so they don’t have to.
Morris Powell Financial Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website http://www.sjp.co.uk/products.
SJP Approved 14/6/2024.
Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at http://www.sjp.co.uk/privacy.
Areas of expertise
| Financial planning: |
Personal financial planning |
Experience in the design industry
Design industry experience: 6 – 10 years
Professional affiliations
Personal Finance Society (PFS)
Chartered Insurance Institute (CII)