A Partner Practice of St. James's Place Wealth Management

Morris Wealth Management Ltd

Daniel Morris

DipFA, Cert PFS, BA (Hons)
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. Combined with the pride and dedication that I place on developing solid personal relationships with my clients, this ensures that I am able offer a rounded, professional and principled service which remains the core ethos of my business.

About

We work with companies, private individuals, families and charities, offering relevant and practical financial advice. Morris Wealth Management is designed to help make it easier and simpler for you to manage your day-to-day finances as well as your short, medium and long-term plans. This is achieved by personal, trusted, face-to-face financial and wealth management advice, specifically designed to suit your individual needs. By applying the complex and ever-expanding knowledge of the financial industry, we aim for your hard work to be rewarded by financial stability and the satisfaction of helping you to achieve your personal goals and aspirations.

Morris Wealth Management provides you with the facts, reassurance and expertise to give you "peace of mind" that your assets are working hard for you and your future goals.

We can help address straightforward issues as well as resolve more complex multi-faceted problems. There are no off-the-shelf solutions as our experience is that every single client has his or her own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.

We are experts in financial planning and wealth management and understand the need for our clients to have full confidence in their financial adviser. We have the experience and knowledge that our clients’ circumstances require and will only ever act in our clients’ best interest.

Our face to face, comprehensive advisory service and relationship-based approach means that we are committed to giving you the information you need to make well informed decisions to improve your financial wellbeing, without ever feeling under pressure.

At Morris Wealth Management, we want your experience to exceed your expectations and meet your complete satisfaction at all times.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Testimonials

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I have known Daniel for many years now. He has always given me sound financial advice and adapted to my changing needs. I would never hesitate in recommending Daniel as a financial adviser.
David Gallagher, Computer Consultant - 9th May 2019

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Why Choose St. James's place?

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.

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St. James's Place Guarantee

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.

Morris Wealth Management Ltd is registered in England and Wales, Number 09682274. Registered Office: Euro House, 1394 High Road, Whetstone, London, N20 9YZ.