A Partner Practice of St. James's Place Wealth Management
Our service is grounded in the highest professional standards. I recognise that each of my clients are unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
We offer an excellent wealth management service which will help you achieve your goals
I am happy to say Chris Morrey has acted in my interests for over a decade now. He's always been available when required, and at short notice when necessary. At periodic reviews he's always provided uncomplicated thorough analysis and advice, making decision-making that much easier. I've always held his opinions in high regard and acted in confidence as a result.
Chris has acted as our adviser for the last eight years. He has guided us through my retirement, moving house as well as providing excellent, informed advice and became our friend. We have come to trust him completely and actually look forward to his visits! Always accessible if we have a question. A good man!
Chris is always friendly and helpful as well as professional. I have confidence that Chris will not push or use a product that he isn't confident in or that will not suit my investment profile and preferences.
When I came to St. James's Place it was important that I was comfortable with the local Associate Partner and that proved the case with Chris Morrey. He went to great lengths to understand our situation and was able to provide a proposal which suited our needs. I am very happy with the trustworthy advice I received and was impressed with the help he provided when a minor administrative issue arose recently.
Chris provides us with regular expert financial planning which is highly valued.
Chris has always shown professionalism whilst looking after our interests. Giving us good advice at times in a very volatile market. We would not hesitate in recommending him to anyone who is thinking long term investments.
Chris has sorted my numerous pension schemes in an efficient, professional way. Great Service, sound advice, recommended.
Chris offers a great bespoke service. He listens and always comes back with options. He does not try and sell me what I don't want.
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.